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| Provider | Service type | Compensation |
|---|---|---|
VAN IWAARDEN ASSOCIATES1 year Filed as: VAN DE VEN, LLC Service code 99 · EIN 11-1000111 | Other Fees | $47,990 |
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 | $31,178 | $47,163-33.9% | $149,696-79.2% | $74,460-58.1% |
| Participation rate | 48.4% | 63.4%-15.1pp | 78.8%-30.4pp | 70.7%-22.4pp |
| Annual return | 17.32% | 22.75%-5.4pp | 134.46%-117.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $887 | $1,907-53.5% | $4,821-81.6% | $2,638-66.4% |
| Participant deferral / active EE | $1,144 | $2,730-58.1% | $5,682-79.9% | $4,530-74.7% |
| Admin fee / account holder | $416 | $343+21.2% | $13,212-96.9% | $348+19.5% |