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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC10+ years Filed as: DIMEO SCHNEIDER Service code 21 · EIN 36-4001764 | Bank Trustee | $39,384 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 01-0675641 | Actuarial | $36,578 |
BENEFITS MANAGEMENT GROUP, INC.10+ years Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 12 · EIN 20-0188125 | Claims processing | $36,000 |
DOUGLAS REED7 years Service code 29 · EIN 45-2802820 | Legal | $19,519 |
UHY LLP3 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $16,705 |
CEDAR RAPIDS BANK & TRUST7 years Service code 28 · EIN 42-1524302 | Investment Management | $11,184 |
JAMES V GALLERY AND ASSOCIATES10+ years Service code 17 · EIN 20-0188135 | Pension Consulting | $9,600 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 8.31% | 7.29%+1.0pp | 8.10%+0.2pp | 8.21%+0.1pp |
| Employer contribution / active EE | $6,953 | $9,759-28.8% | $28,649-75.7% | $13,841-49.8% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |