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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 | $5,500 |
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 | $24,417 | $60,349-59.5% | $74,184-67.1% | $62,881-61.2% |
| Participation rate | 88.4% | 72.7%+15.6pp | 76.6%+11.8pp | 69.3%+19.1pp |
| Annual return | 8.43% | 21.38%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,302 | $1,680-22.5% | $2,370-45.1% | $2,281-42.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $152 | $4,261-96.4% | $5,586-97.3% | $4,296-96.5% |