Filed May 17, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARTWELL BUSINESS VALUATION, LLC Service code 34 · EIN 71-0870378 | Direct payment from the plan; Valuati... | $57,396 |
IOWA STATE BANK1+ years Service code 21 · EIN 42-0335294 | Bank Trustee | $27,666 |
NYEMASTER GOOD P.C.1+ years Filed as: NYEMASTER GOODE Service code 29 · EIN 42-1154516 | Legal | $22,743 |
PFG1+ years Service code 12 · EIN 42-0127290 | Claims processing; Direct payment fro... | $15,675 |
SHULL & CO CPA1+ years Service code 10 · EIN 42-1172481 | Accounting | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,236 | $60,349+102.5% | $74,184+64.8% | $62,881+94.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 22.89% | 21.38%+1.5pp | 17.74%+5.2pp | 20.14%+2.7pp |
| Employer contribution / active EE | $8,984 | $1,680+434.7% | $2,370+279.1% | $2,281+293.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $925 | $4,261-78.3% | $5,586-83.4% | $4,296-78.5% |