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| Provider | Service type | Compensation |
|---|---|---|
COTTONWOOD ADVISORS, LLC1+ years Filed as: THE COTTONWOOD GROUP Service code 11 · EIN 20-5250908 | Actuarial | $36,179 |
DEBOER & ASSOCIATES, PC1+ years Service code 10 · EIN 47-0836395 17330 WRIGHT STREET · OMAHA, NE 68130 | Accounting | $15,553 |
BLAKE & UHLIG, P.A.1+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $13,793 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 33 | Securities brokerage; Other investmen... | $13,529 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,651 |
FRONTIER WEALTH MANAGEMENT1+ years Filed as: FRONTIER WEALTH MANAGMENT Service code 27 · EIN 26-0236753 | Advisory (Plan) | $5,362 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -1.86% | 2.79%-4.7pp | 4.16%-6.0pp | 11.88%-13.7pp |
| Employer contribution / active EE | $8,754 | $10,530-16.9% | $29,966-70.8% | $14,612-40.1% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |