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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC4+ 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 |
DEBOER & ASSOCIATES, PC4+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST, STE 100 · OMAHA, NE 68130 | Accounting | $14,885 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $10,743 |
BLAKE & UHLIG, P.A.4+ years Service code 29 · EIN 48-0918231 753 STATE AVE 475 · KANSAS CITY, KS 66101 | Legal | $6,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,912 | $66,051-53.2% | $92,915-66.7% | $77,775-60.3% |
| Participation rate | 68.7% | 81.0%-12.3pp | 76.0%-7.4pp | 73.2%-4.6pp |
| Annual return | 13.64% | 20.69%-7.1pp | 109.45%-95.8pp | 32.58%-18.9pp |
| Employer contribution / active EE | $1,998 | $3,426-41.7% | $3,653-45.3% | $2,504-20.2% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $132 | $148-10.9% | $5,796-97.7% | $100+31.6% |