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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $42,000 |
LEONARD, O'BRIEN, SPENCER, GALE3+ years Filed as: LEONARD, O'BRIEN, SPENCER, GALE & S Service code 29 · EIN 41-0956652 | Legal | $33,876 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $31,223 |
EASTERN IOWA FRINGE BENEFITS3+ years Service code 13 · EIN 42-1395230 | Contract Administrator | $27,000 |
MCMORGAN & COMPANY LLC1 year Service code 28 · EIN 52-2334338 | Investment Management | $0 |
MCMORGAN & COMPANY LLC1 year Filed as: MCMORGAN & COMPANY LLC - 52-2334338 Service code 28 | Investment Management | $0 |
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 | $83,428 | $221,442-62.3% | $92,240-9.6% | $77,958+7.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 15.12% | 15.65%-0.5pp | 176.29%-161.2pp | 20.87%-5.7pp |
| Employer contribution / active EE | $3,330 | $3,226+3.2% | $3,680-9.5% | $2,310+44.1% |
| Participant deferral / active EE | $2,422 | $2,779-12.9% | $3,897-37.9% | $3,537-31.5% |
| Admin fee / account holder | $137 | $210-34.5% | $5,194-97.4% | $97+41.0% |