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| Provider | Service type | Compensation |
|---|---|---|
MELISSA BAILEY1 year Service code 14 · EIN 42-0842882 1501 E AURORA, SUITE B · DES MOINES, IA 503133912 | Plan Administrator | $25,850 |
DEBOER & ASSOCIATES, PC7+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST, STE 100 · OMAHA, NE 68130 | Accounting | $17,268 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 606614593 | Advisory (Plan) | $15,673 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $11,612 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,250 | $106,236-63.1% | $112,249-65.0% | $64,819-39.4% |
| Participation rate | 83.1% | 71.7%+11.4pp | 75.1%+8.0pp | 71.5%+11.6pp |
| Annual return | -10.68% | -6.02%-4.7pp | 27.48%-38.2pp | 32.84%-43.5pp |
| Employer contribution / active EE | $2,494 | $3,166-21.2% | $3,636-31.4% | $2,507-0.5% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $162 | $452-64.2% | $6,412-97.5% | $188-13.8% |