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| Provider | Service type | Compensation |
|---|---|---|
MORSE DOMEIER BUMGARDNER LLC3 years Filed as: MORSE DOMEIER BUMGARDNER Service code 10 | Accounting | $49,112 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,376 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,382 |
BKD, LLP2 years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $8,000 |
Service code 21 | Bank Trustee | $6,003 |
MORSE DOMEIER BUMGARDNER LLC4 years Service code 13 · EIN 81-4636200 | Contract Administrator | $0 |
Filed as: NAUTIQUE BOAT COMPANY, INC. Service code 21 · EIN 59-0569086 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,962 | $176,471-84.7% | $95,964-71.9% | $90,274-70.1% |
| Participation rate | 86.3% | 86.6%-0.3pp | 77.1%+9.2pp | 73.4%+12.9pp |
| Annual return | 10.48% | 20.15%-9.7pp | 91.64%-81.2pp | 53.97%-43.5pp |
| Employer contribution / active EE | $637 | $2,783-77.1% | $2,541-74.9% | $2,523-74.8% |
| Participant deferral / active EE | $2,497 | $5,325-53.1% | $4,167-40.1% | $4,231-41.0% |
| Admin fee / account holder | $36 | $154-76.4% | $6,797-99.5% | $114-68.2% |