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| Provider | Service type | Compensation |
|---|---|---|
MELISSA BAILEY2 years Service code 14 · EIN 42-0842882 1501 E AURORA, SUITE B · DES MOINES, IA 503133912 | Plan Administrator | $28,464 |
DEBOER & ASSOCIATES, PC8+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST, STE 100 · OMAHA, NE 68130 | Accounting | $19,374 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 606614593 | Advisory (Plan) | $15,680 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $13,113 |
BLAKE & UHLIG, P.A.8+ years Service code 29 · EIN 48-0918231 6803 WEST 64TH ST,STE 300 · OVERLAND PARK, KS 66202 | Legal | $9,684 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,931 | $93,010-52.8% | $96,515-54.5% | $74,460-41.0% |
| Participation rate | 78.4% | 71.6%+6.8pp | 74.3%+4.1pp | 70.7%+7.7pp |
| Annual return | 6.65% | 37.50%-30.8pp | 35.73%-29.1pp | 34.38%-27.7pp |
| Employer contribution / active EE | $2,342 | $3,427-31.7% | $3,740-37.4% | $2,638-11.2% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $190 | $633-69.9% | $6,735-97.2% | $348-45.2% |