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| Provider | Service type | Compensation |
|---|---|---|
DISABATO ADVISERS, LLC1+ years Service code 27 · EIN 35-2323525 | Advisory (Plan) | $42,000 |
LEONARD, O'BRIEN, SPENCER, GALE1+ years Filed as: LEONARD, O'BRIEN, SPENCER, GALE & S Service code 29 · EIN 41-0956652 | Legal | $36,138 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $30,076 |
EASTERN IOWA FRINGE BENEFITS1+ years Service code 13 · EIN 42-1395230 | Contract Administrator | $27,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,993 | $50,498+38.6% | $75,784-7.6% | $55,191+26.8% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -2.13% | 1.80%-3.9pp | 9.68%-11.8pp | 10.78%-12.9pp |
| Employer contribution / active EE | $3,120 | $2,291+36.2% | $3,323-6.1% | $1,899+64.3% |
| Participant deferral / active EE | $2,448 | $2,589-5.5% | $3,652-33.0% | $3,046-19.6% |
| Admin fee / account holder | $139 | $123+13.1% | $5,300-97.4% | $91+53.3% |