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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY1 year Service code 21 · EIN 36-3681493 | Bank Trustee | $62,250 |
HDH ADVISORS LLC3+ years Service code 34 1601 22ND STREET STE 400 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $10,550 |
RSM US LLP2 years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $8,790 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $5,723 |
NYEMASTER GOOD P.C.1 year Service code 29 · EIN 42-1154516 | Legal | $5,687 |
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 | $161,894 | $161,8520% | $92,240+75.5% | - |
| Participation rate | 99.0% | 64.7%+34.3pp | 76.5%+22.5pp | - |
| Annual return | 16.51% | 7.35%+9.2pp | 176.29%-159.8pp | - |
| Employer contribution / active EE | $5,303 | $1,845+187.4% | $3,680+44.1% | - |
| Participant deferral / active EE | $0 | $2,669-100.0% | $3,897-100.0% | - |
| Admin fee / account holder | $792 | $7,254-89.1% | $5,194-84.8% | - |