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| Provider | Service type | Compensation |
|---|---|---|
ADAM DOWNS1 year Filed as: ADAM KUETTEL DBA KUETTEL CAPITALLLC Service code 27 609 SW 8TH ST. · BENTONVILLE, AR 72712 | Advisory (Plan) | $25,204 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,564 |
Service code 13 707 N. SECOND ST. · ST. LOUIS, MO 63102 | Contract Administrator | $4,192 |
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 | $37,610 | $89,652-58.0% | $141,191-73.4% | $65,185-42.3% |
| Participation rate | 83.6% | 74.7%+8.9pp | 82.5%+1.1pp | 70.2%+13.4pp |
| Annual return | 22.39% | 32.79%-10.4pp | 71.41%-49.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $6,197 | $3,065+102.2% | $4,736+30.8% | $2,177+184.7% |
| Participant deferral / active EE | $4,731 | $5,691-16.9% | $6,710-29.5% | $3,514+34.6% |
| Admin fee / account holder | $228 | $569-59.9% | $10,264-97.8% | $847-73.1% |