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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY5 years Service code 21 · EIN 36-3681493 | Bank Trustee | $40,800 |
HDH ADVISORS LLC7+ years Service code 34 1601 22ND STREET STE 400 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $12,250 |
RSM US LLP6 years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $11,471 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $10,980 |
NYEMASTER GOOD P.C.5 years Service code 29 · EIN 42-1154516 | Legal | $2,441 |
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 | $208,153 | $77,677+168.0% | $109,188+90.6% | $79,389+162.2% |
| Participation rate | 99.0% | 67.8%+31.2pp | 75.9%+23.2pp | 70.7%+28.3pp |
| Annual return | 15.94% | 23.44%-7.5pp | 25.76%-9.8pp | 116.89%-100.9pp |
| Employer contribution / active EE | $6,117 | $2,798+118.6% | $3,723+64.3% | $2,428+151.9% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1,338 | $732+82.6% | $6,755-80.2% | $626+113.5% |