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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.5+ years Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 12 · EIN 20-0188125 | Claims processing | $33,800 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Filed as: DIMEO SCHNEIDER Service code 21 · EIN 36-4001764 | Bank Trustee | $28,200 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 01-0675641 | Actuarial | $27,070 |
LWBJ, LLP5+ years Service code 10 · EIN 42-1462849 | Accounting | $15,500 |
DOUGLAS REED2 years Service code 29 · EIN 45-2802820 | Legal | $9,600 |
JAMES V GALLERY AND ASSOCIATES5+ years Service code 17 · EIN 20-0188135 | Pension Consulting | $9,600 |
CEDAR RAPIDS BANK & TRUST2 years Service code 28 · EIN 42-1524302 | Investment Management | $6,961 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 16.27% | 11.52%+4.7pp | 10.56%+5.7pp | 16.32%-0.1pp |
| Employer contribution / active EE | $8,712 | $11,821-26.3% | $30,197-71.2% | $17,007-48.8% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |