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| Provider | Service type | Compensation |
|---|---|---|
IRON BRIDGE CAPITAL MANAGEMENT2+ years Filed as: IRON BRIDGE CAPITAL MANAGEMENT, LP Service code 28 · EIN 36-4255832 | Investment Management | $248,224 |
IOWA STATE BANK2+ years Service code 28 · EIN 42-0335294 | Investment Management | $84,001 |
ASSET STRATEGY CONSULTANTS2+ years Filed as: ASSET CONSULTING GROUP Service code 27 · EIN 43-1512694 | Advisory (Plan) | $80,000 |
JAMA BARBOUR2+ years Service code 14 · EIN 42-6086687 | Plan Administrator | $76,363 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $64,071 |
BASYS2+ years Filed as: BASYS, INC. Service code 15 · EIN 52-1796473 3700 KOPPERS STREET · BALTIMORE, MD 21227 | Recordkeeping | $54,486 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 123 SOUTH BROAD STREET · PHILADELPHIA, PA 19109 | Investment Management | $49,625 |
PIONEER2+ years Filed as: PIONEER INVESTMENTS Service code 28 · EIN 43-2095408 | Investment Management | $37,137 |
DEBOER & ASSOCIATES, PC2+ years Service code 10 · EIN 47-0836395 | Accounting | $32,743 |
FELHABER LARSON2+ years Filed as: FELHABER LARSON FENLON & VOGT Service code 29 · EIN 41-0991071 | Legal | $19,079 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 5.19% | 3.49%+1.7pp | 4.16%+1.0pp | 7.18%-2.0pp |
| Employer contribution / active EE | $13,834 | $11,083+24.8% | $29,966-53.8% | $13,095+5.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |