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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Service code 16 · EIN 36-4001764 500 WEST MADISON ST, STE 1700 · CHICAGO, IL 60661 | Consulting | $53,000 |
BENEFITS MANAGEMENT GROUP, INC.1+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 150 1ST AVE EAST · CEDAR RAPIDS, IA 52401 | Plan Administrator | $26,400 |
WELLS FARGO BANK, N.A.1+ years Service code 51 · EIN 94-1347393 PO BOX 20160 · LONG BEACH, CA 90801 | Investment Mgmt Fees | $25,131 |
LWBJ, LLP1+ years Service code 10 · EIN 42-1462849 4200 UNIVERSITY AVE, SUITE 410 · WEST DES MOINES, IA 50266 | Accounting | $16,800 |
BRADLEY HAUGE, CPA1+ years Service code 10 600 3RD AVE, SUITE 300 · CEDAR RAPIDS, IA 52401 | Accounting | $9,313 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,498-100.0% | $75,784-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 69.4%-69.4pp | 75.8%-75.8pp | 69.2%-69.2pp |
| Annual return | -3.92% | 1.80%-5.7pp | 9.68%-13.6pp | 10.78%-14.7pp |
| Employer contribution / active EE | $2,288 | $2,291-0.1% | $3,323-31.2% | $1,899+20.5% |
| Participant deferral / active EE | $1,539 | $2,589-40.6% | $3,652-57.9% | $3,046-49.5% |
| Admin fee / account holder | $0 | $123-100.0% | $5,300-100.0% | $91-100.0% |