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| Provider | Service type | Compensation |
|---|---|---|
DEBOER & ASSOCIATES, PC5+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST, STE 100 · OMAHA, NE 68130 | Accounting | $21,206 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ 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 |
BLAKE & UHLIG, P.A.5+ years Service code 29 · EIN 48-0918231 753 STATE AVE 475 · KANSAS CITY, KS 66101 | Legal | $8,185 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $6,930 |
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 | $35,362 | $81,719-56.7% | $101,275-65.1% | $90,274-60.8% |
| Participation rate | 65.7% | 80.7%-15.0pp | 75.8%-10.1pp | 73.4%-7.7pp |
| Annual return | 10.73% | 337.64%-326.9pp | 46.48%-35.8pp | 53.97%-43.2pp |
| Employer contribution / active EE | $1,910 | $3,622-47.3% | $3,660-47.8% | $2,523-24.3% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $126 | $162-22.1% | $5,948-97.9% | $114+10.6% |