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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.8+ years Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 12 · EIN 20-0188125 | Claims processing | $36,000 |
DIMEO SCHNEIDER & ASSOCIATES LLC8+ years Filed as: DIMEO SCHNEIDER Service code 21 · EIN 36-4001764 | Bank Trustee | $28,200 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 11 · EIN 01-0675641 | Actuarial | $28,045 |
UHY LLP1 year Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $16,000 |
DOUGLAS REED5 years Service code 29 · EIN 45-2802820 | Legal | $9,600 |
JAMES V GALLERY AND ASSOCIATES8+ years Service code 17 · EIN 20-0188135 | Pension Consulting | $9,600 |
CEDAR RAPIDS BANK & TRUST5 years Service code 28 · EIN 42-1524302 | Investment Management | $7,347 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -19.27% | -6.78%-12.5pp | -5.84%-13.4pp | 39.77%-59.0pp |
| Employer contribution / active EE | $7,093 | $13,335-46.8% | $31,839-77.7% | $19,959-64.5% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |