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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,312 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 26 · EIN 47-0784180 | Advisory (Participants) | $35,413 |
Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $29,180 |
ARBOR POINT ADVISORS LLC1 year Filed as: ARBOR POINT ADVISORS Service code 26 · EIN 46-1050183 | Advisory (Participants) | $10,850 |
SMITH & HOWARD, PC1 year Filed as: SMITH HAYES ADVISORS INC. Service code 26 · EIN 47-0805744 | Advisory (Participants) | $5,644 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339,681 | $75,183+351.8% | $123,894+174.2% | $55,167+515.7% |
| Participation rate | 96.5% | 72.8%+23.7pp | 81.4%+15.1pp | 69.0%+27.5pp |
| Annual return | 9.75% | 19.01%-9.3pp | 47.52%-37.8pp | 169.23%-159.5pp |
| Employer contribution / active EE | $9,393 | $2,823+232.7% | $4,617+103.5% | $1,963+378.6% |
| Participant deferral / active EE | $9,632 | $5,084+89.4% | $5,984+61.0% | $3,054+215.4% |
| Admin fee / account holder | $790 | $663+19.2% | $8,357-90.5% | $504+56.8% |