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| Provider | Service type | Compensation |
|---|---|---|
IRON BRIDGE CAPITAL MANAGEMENT1+ years Filed as: IRON BRIDGE CAPITAL MANAGEMENT, LP Service code 28 · EIN 36-4255832 | Investment Management | $253,141 |
FELHABER LARSON1+ years Filed as: FELHABER LARSON FENLON & VOGT Service code 29 · EIN 41-0991071 | Legal | $153,834 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $90,295 |
IOWA STATE BANK1+ years Service code 28 · EIN 42-0335294 | Investment Management | $88,275 |
JAMA BARBOUR1+ years Service code 14 · EIN 42-6086687 | Plan Administrator | $72,372 |
ASSET STRATEGY CONSULTANTS1+ years Filed as: ASSET CONSULTING GROUP Service code 27 · EIN 43-1512694 | Advisory (Plan) | $60,000 |
BASYS1+ years Filed as: BASYS, INC. Service code 15 3700 KOPPERS STREET · BALTIMORE, MD 21227 | Recordkeeping | $54,593 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 123 SOUTH BROAD STREET · PHILADELPHIA, PA 19109 | Investment Management | $52,360 |
DEBOER & ASSOCIATES, PC1+ years Service code 10 · EIN 47-0836395 | Accounting | $47,750 |
PIONEER1+ years Filed as: PIONEER INVESTMENTS Service code 28 · EIN 43-2095408 | Investment Management | $37,809 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 0.61% | 0.68%-0.1pp | -1.61%+2.2pp | -0.60%+1.2pp |
| Employer contribution / active EE | $13,552 | $10,568+28.2% | $30,840-56.1% | $12,272+10.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |