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| Provider | Service type | Compensation |
|---|---|---|
GERMAINE LAW FIRM, PLLC4 years Service code 29 600 3RD ST SE, STE 200 · CEDAR RAPIDS, IA 52401 | Legal | $43,618 |
BENEFITS MANAGEMENT GROUP, INC.6+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 | Plan Administrator | $29,409 |
LWBJ, LLP6+ years Service code 10 · EIN 42-1462849 | Accounting | $23,200 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 22 12800 81ST CT · PALOS PARK, IL 60464 | Insurance Broker | $18,555 |
EMPLOYEE FRINGES AUDIT COMPANY6+ years Filed as: EMPLOYEE FRINGES AUDIT CO. Service code 10 · EIN 42-1122328 | Accounting | $16,050 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $7,259 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 20 · EIN 36-4001764 | Trustee (individual) | $5,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,492 | $78,275-24.0% | $109,163-45.5% | $86,813-31.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 18.23% | 19.14%-0.9pp | 25.75%-7.5pp | 97.93%-79.7pp |
| Employer contribution / active EE | $3,465 | $3,105+11.6% | $3,723-6.9% | $2,406+44.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,131-100.0% |
| Admin fee / account holder | $324 | $198+63.2% | $6,754-95.2% | $170+91.0% |