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| Provider | Service type | Compensation |
|---|---|---|
AVAIL WEALTH MANAGEMENT1+ years Service code 27 875 DAKOTA AVE. S SUITE 1 · HURON, SD 57350 | Advisory (Plan) | $32,324 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Sub-transfer agen... | $8,167 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,113 | $46,360-43.7% | $147,617-82.3% | $52,331-50.1% |
| Participation rate | 98.1% | 64.9%+33.1pp | 84.6%+13.4pp | 68.1%+30.0pp |
| Annual return | -1.42% | 1.62%-3.0pp | 61.98%-63.4pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,454 | $2,126-31.6% | $5,564-73.9% | $1,882-22.7% |
| Participant deferral / active EE | $1,997 | $2,258-11.5% | $4,895-59.2% | $3,022-33.9% |
| Admin fee / account holder | $122 | $766-84.0% | $11,612-98.9% | $592-79.3% |