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| Provider | Service type | Compensation |
|---|---|---|
MELISSA BAILEY4 years Service code 14 · EIN 42-0842882 1501 E AURORA, SUITE B · DES MOINES, IA 503133912 | Plan Administrator | $33,238 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST, STE 100 · OMAHA, NE 68130 | Accounting | $24,084 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 606614593 | Advisory (Plan) | $15,680 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $11,834 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,972 | $77,788-22.9% | $119,126-49.7% | $64,728-7.3% |
| Participation rate | 90.6% | 69.4%+21.3pp | 75.8%+14.9pp | 57.9%+32.7pp |
| Annual return | 9.33% | 13.19%-3.9pp | 282.11%-272.8pp | 49.38%-40.1pp |
| Employer contribution / active EE | $2,965 | $4,031-26.4% | $4,034-26.5% | $2,243+32.2% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $235 | $1,365-82.8% | $10,693-97.8% | $1,145-79.5% |