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| Provider | Service type | Compensation |
|---|---|---|
DEBOER & ASSOCIATES, PC6+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST, STE 100 · OMAHA, NE 68130 | Accounting | $18,538 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 606614593 | Advisory (Plan) | $15,695 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $11,583 |
BLAKE & UHLIG, P.A.6+ years Service code 29 · EIN 48-0918231 753 STATE AVE 475 · KANSAS CITY, KS 66101 | Legal | $6,041 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,128 | $78,275-47.5% | $109,173-62.3% | $86,821-52.6% |
| Participation rate | 89.6% | 73.8%+15.8pp | 75.9%+13.7pp | 72.3%+17.3pp |
| Annual return | 15.95% | 19.14%-3.2pp | 25.75%-9.8pp | 97.94%-82.0pp |
| Employer contribution / active EE | $2,274 | $3,105-26.8% | $3,723-38.9% | $2,406-5.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $135 | $198-31.8% | $6,755-98.0% | $170-20.2% |