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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $40,304 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: CUNA Service code 14 5910 MINERAL POINT ROAD · MADISON, WI 53705 | Plan Administrator | $32,233 |
Service code 14 · EIN 13-2600875 11590 N MERIDIAN STREET, SUITE 600 · CARMEL, IN 46032 | Plan Administrator | $26,893 |
LEE'S PRINTING1 year Filed as: LEE'S PRINTING CO., INC. Service code 36 804 CENTRAL AVE · KANSAS CITY, KS 66101 | Direct payment from the plan; Copying... | $9,239 |
Service code 29 320 E. TOSONTOWN BLVD, STE. 1 EAST · BALTIMORE, MD 21286 | Legal | $8,121 |
Service code 28 3601 HOBSON RD · FORT WAYNE, IN 46815 | Investment Management | $5,291 |
Filed as: NYLIFE SECURITIES, LLC Service code 27 · EIN 13-2649692 3 CITYPLACE DR, SUITE 690 · CREVE COEUR, MO 63141 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,612 | $47,898-46.5% | $117,529-78.2% | $64,824-60.5% |
| Participation rate | 82.7% | 61.9%+20.8pp | 70.6%+12.1pp | 71.5%+11.2pp |
| Annual return | -17.32% | -15.54%-1.8pp | 29.77%-47.1pp | 32.84%-50.2pp |
| Employer contribution / active EE | $3,145 | $1,774+77.3% | $4,179-24.8% | $2,507+25.4% |
| Participant deferral / active EE | $0 | $3,151-100.0% | $4,072-100.0% | $4,311-100.0% |
| Admin fee / account holder | $194 | $132+46.9% | $5,645-96.6% | $188+3.1% |