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| Provider | Service type | Compensation |
|---|---|---|
LEONARD, O'BRIEN, SPENCER, GALE2+ years Filed as: LEONARD, O'BRIEN, SPENCER, GALE & S Service code 29 · EIN 41-0956652 | Legal | $43,137 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $42,000 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $35,660 |
EASTERN IOWA FRINGE BENEFITS2+ years Service code 13 · EIN 42-1395230 | Contract Administrator | $27,000 |
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 | $72,536 | $54,392+33.4% | $84,753-14.4% | $63,975+13.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 6.36% | 611.38%-605.0pp | 22.78%-16.4pp | 48.65%-42.3pp |
| Employer contribution / active EE | $3,179 | $2,943+8.0% | $3,574-11.1% | $2,182+45.7% |
| Participant deferral / active EE | $2,413 | $2,593-6.9% | $3,712-35.0% | $3,356-28.1% |
| Admin fee / account holder | $148 | $136+9.3% | $5,333-97.2% | $70+110.8% |