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| Provider | Service type | Compensation |
|---|---|---|
MELISSA BAILEY4 years Service code 14 · EIN 42-0842882 1501 E AURORA, SUITE B · DES MOINES, IA 503133912 | Plan Administrator | $33,238 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST, STE 100 · OMAHA, NE 68130 | Accounting | $24,084 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 606614593 | Advisory (Plan) | $15,680 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $11,834 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,972 | $86,882-31.0% | $150,734-60.2% | $69,255-13.4% |
| Participation rate | 90.6% | 84.3%+6.4pp | 78.4%+12.2pp | 69.0%+21.6pp |
| Annual return | 9.33% | 10.69%-1.4pp | 600.81%-591.5pp | 26.73%-17.4pp |
| Employer contribution / active EE | $2,965 | $5,194-42.9% | $4,918-39.7% | $2,645+12.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $235 | $630-62.7% | $14,905-98.4% | $733-67.9% |