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| Provider | Service type | Compensation |
|---|---|---|
LATTAHARRIS, LLP1+ years Service code 10 · EIN 39-1901322 1201 NORTH AVENUE · TIPTON, IA 52772 | Accounting | $7,100 |
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 27-2037969 1601 RIVER DRIVE · MOLINE, IL 61265 | Contract Administrator | $6,200 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,180 | $60,349-61.6% | $74,184-68.8% | $62,881-63.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.07% | 21.38%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,305 | $1,680-22.3% | $2,370-44.9% | $2,281-42.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $97 | $4,261-97.7% | $5,586-98.3% | $4,296-97.7% |