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| Provider | Service type | Compensation |
|---|---|---|
MELISSA BAILEY3 years Service code 14 · EIN 42-0842882 1501 E AURORA, SUITE B · DES MOINES, IA 503133912 | Plan Administrator | $31,212 |
DEBOER & ASSOCIATES, PC9+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST, STE 100 · OMAHA, NE 68130 | Accounting | $21,542 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 606614593 | Advisory (Plan) | $15,680 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $9,851 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,183 | $82,979-34.7% | $102,383-47.1% | $77,714-30.3% |
| Participation rate | 96.1% | 71.5%+24.6pp | 74.5%+21.6pp | 70.6%+25.5pp |
| Annual return | 21.10% | 19.11%+2.0pp | 24.94%-3.8pp | 31.26%-10.2pp |
| Employer contribution / active EE | $3,091 | $3,554-13.0% | $3,870-20.1% | $2,727+13.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $187 | $639-70.8% | $8,391-97.8% | $433-56.9% |