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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.6+ years Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 12 · EIN 20-0188125 | Claims processing | $38,400 |
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Filed as: DIMEO SCHNEIDER Service code 21 · EIN 36-4001764 | Bank Trustee | $28,200 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 01-0675641 | Actuarial | $22,542 |
LWBJ, LLP6+ years Service code 10 · EIN 42-1462849 | Accounting | $16,000 |
DOUGLAS REED3 years Service code 29 · EIN 45-2802820 | Legal | $9,703 |
JAMES V GALLERY AND ASSOCIATES6+ years Service code 17 · EIN 20-0188135 | Pension Consulting | $9,600 |
CEDAR RAPIDS BANK & TRUST3 years Service code 28 · EIN 42-1524302 | Investment Management | $8,295 |
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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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 14.12% | 6.95%+7.2pp | 8.01%+6.1pp | 627.08%-613.0pp |
| Employer contribution / active EE | $8,020 | $11,635-31.1% | $29,475-72.8% | $18,824-57.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |