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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $56,873 |
Filed as: DIMEO SCHNEIDER & ASSOC Service code 20 · EIN 36-4001764 | Trustee (individual) | $28,166 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $15,400 |
DAY PITNEY LLP2+ years Filed as: DAY RETTIG PEIFER PC Service code 10 · EIN 42-1386412 | Accounting | $10,553 |
EASTERN IOWA FRINGE BENEFITS2+ years Service code 13 · EIN 42-1395230 | Contract Administrator | $10,176 |
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 | $37,439 | $60,545-38.2% | $92,236-59.4% | $69,631-46.2% |
| Participation rate | 82.1% | 72.2%+10.0pp | 76.5%+5.6pp | 70.7%+11.4pp |
| Annual return | 8.37% | 19.71%-11.3pp | 176.29%-167.9pp | 27571.02%-27562.6pp |
| Employer contribution / active EE | $1,943 | $2,633-26.2% | $3,679-47.2% | $2,032-4.4% |
| Participant deferral / active EE | $135 | $2,828-95.2% | $3,897-96.5% | $3,224-95.8% |
| Admin fee / account holder | $317 | $145+118.8% | $5,194-93.9% | $110+186.8% |