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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $52,565 |
Filed as: DIMEO SCHNEIDER & ASSOC Service code 20 · EIN 36-4001764 | Trustee (individual) | $29,558 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $12,766 |
DAY PITNEY LLP1+ years Filed as: DAY RETTIG PEIFER PC Service code 10 · EIN 42-1386412 | Accounting | $11,379 |
EMPLOYEE FRINGES AUDIT COMPANY1+ years Service code 10 PO BOX 415 · INDIANOLAPA, IA 50125 | Accounting | $6,600 |
BRAD BERNEL1+ years Filed as: BRAD L HAUGE, CPA Service code 10 4807 MARYGREEN CT NE · CEDAR RAPIDS, IA 50125 | Accounting | $5,811 |
EASTERN IOWA FRINGE BENEFITS1+ years Service code 13 · EIN 42-1395230 | Contract Administrator | $4,213 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,090 | $57,921-18.7% | $84,753-44.4% | $57,658-18.3% |
| Participation rate | 80.7% | 72.9%+7.7pp | 76.6%+4.1pp | 70.2%+10.4pp |
| Annual return | -2.66% | 10.24%-12.9pp | 22.78%-25.4pp | 5.13%-7.8pp |
| Employer contribution / active EE | $1,793 | $2,598-31.0% | $3,574-49.8% | $1,974-9.2% |
| Participant deferral / active EE | $193 | $2,742-93.0% | $3,712-94.8% | $3,061-93.7% |
| Admin fee / account holder | $400 | $130+208.3% | $5,333-92.5% | $95+322.9% |