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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 3800 AMERICAN BLVD WEST · MINNEAPOLIS, MN 55431 | Actuarial | $150,974 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 606614593 | Advisory (Plan) | $55,460 |
COMMUNITY STATE BANK2 years Service code 19 · EIN 42-0839178 PO BOX 308 · JOHNSTON, IA 50131 | Securities Custodian | $37,879 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST,STE 100 · OMAHA, NE 68130 | Accounting | $32,739 |
MELISSA BAILEY3 years Service code 14 · EIN 42-0842882 1501 E AURORA AVE STE B · DES MOINES, IA 503133912 | Plan Administrator | $31,161 |
BLAKE & UHLIG, P.A.10+ years Service code 29 · EIN 48-0918231 753 STATE AVENUE · KANSAS CITY, KS 66101 | Legal | $23,200 |
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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 | $36,224-100.0% | $141,811-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 2.7%-2.7pp |
| Annual return | 10.71% | 9.00%+1.7pp | 9.03%+1.7pp | 8.35%+2.4pp |
| Employer contribution / active EE | $15,924 | $14,409+10.5% | $26,284-39.4% | $17,935-11.2% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $940-100.0% | $200-100.0% |