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| Provider | Service type | Compensation |
|---|---|---|
REINHART BOERNER VAN DEUREN S.C.1+ years Service code 29 · EIN 39-1126909 | Legal | $15,718 |
SES ADVISORS, INC.1+ years Service code 15 · EIN 04-3760707 | Recordkeeping | $10,540 |
BCC ADVISORS1+ years Filed as: BCC ADVISERS Service code 34 1707 HIGH STREET · DES MOINES, IA 50309 | Valuation (appraisals, etc.) | $7,902 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-1530399 | Accounting | $7,000 |
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 | $168,825 | $54,368+210.5% | $117,039+44.2% | $62,293+171.0% |
| Participation rate | 94.5% | 64.9%+29.5pp | 77.2%+17.3pp | 69.5%+25.0pp |
| Annual return | 4.43% | 21.77%-17.3pp | 18.95%-14.5pp | 28.90%-24.5pp |
| Employer contribution / active EE | $5,862 | $1,692+246.5% | $3,785+54.9% | $2,042+187.0% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $284 | $493-42.5% | $5,974-95.3% | $479-40.8% |