Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $88,183-32.0% | $107,187-44.0% | $71,012-15.5% |
| Participation rate | 90.6% | 67.5%+23.1pp | 75.0%+15.6pp | 58.6%+32.1pp |
| Annual return | 9.33% | 16.47%-7.1pp | 204.55%-195.2pp | 37.67%-28.3pp |
| Employer contribution / active EE | $2,965 | $3,914-24.2% | $3,782-21.6% | $2,348+26.3% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $235 | $1,430-83.5% | $9,162-97.4% | $1,167-79.8% |