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| Provider | Service type | Compensation |
|---|---|---|
DEBOER & ASSOCIATES, PC3+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST, STE 100 · OMAHA, NE 68130 | Accounting | $18,519 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 500 W MADISON ST STE 3855 · CHICAGO, IL 606614593 | Advisory (Plan) | $15,420 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $13,166 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,259 | $80,005-65.9% | $140,019-80.5% | $55,725-51.1% |
| Participation rate | 71.0% | 87.0%-16.0pp | 87.5%-16.5pp | 70.9%+0.1pp |
| Annual return | -1.00% | 0.46%-1.5pp | 651.17%-652.2pp | 244.93%-245.9pp |
| Employer contribution / active EE | $1,980 | $3,403-41.8% | $5,605-64.7% | $2,078-4.7% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $134 | $116+16.0% | $10,705-98.7% | $115+16.5% |