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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.5+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 | Plan Administrator | $25,200 |
GERMAINE LAW FIRM, PLLC3 years Service code 29 600 3RD ST SE, STE 200 · CEDAR RAPIDS, IA 52401 | Legal | $21,726 |
LWBJ, LLP5+ years Service code 10 · EIN 42-1462849 | Accounting | $11,600 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 22 12800 81ST CT · PALOS PARK, IL 60464 | Insurance Broker | $6,938 |
EMPLOYEE FRINGES AUDIT COMPANY5+ years Filed as: EMPLOYEE FRINGES AUDIT CO. Service code 10 · EIN 42-1122328 | Accounting | $6,000 |
Filed as: DIMEO SCHNEIDER Service code 20 · EIN 36-4001764 | Trustee (individual) | $5,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,487 | $91,517-71.1% | $101,275-73.8% | $73,412-63.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 6.62% | 17.17%-10.6pp | 46.48%-39.9pp | 59.30%-52.7pp |
| Employer contribution / active EE | $4,770 | $2,877+65.8% | $3,660+30.3% | $2,234+113.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $106 | $216-50.9% | $5,948-98.2% | $158-32.9% |