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| Provider | Service type | Compensation |
|---|---|---|
VAN IWAARDEN ASSOCIATES2 years Filed as: VAN DE VEN, LLC Service code 99 · EIN 11-1000111 | Other Fees | $18,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,053 | $50,860-40.9% | $155,574-80.7% | $77,714-61.3% |
| Participation rate | 59.9% | 63.1%-3.3pp | 78.2%-18.3pp | 70.6%-10.7pp |
| Annual return | 18.77% | 34.86%-16.1pp | 64.87%-46.1pp | 31.26%-12.5pp |
| Employer contribution / active EE | $1,199 | $1,991-39.8% | $4,676-74.4% | $2,727-56.0% |
| Participant deferral / active EE | $1,591 | $2,825-43.7% | $5,629-71.7% | $4,649-65.8% |
| Admin fee / account holder | $348 | $436-20.4% | $15,914-97.8% | $433-19.8% |