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| Provider | Service type | Compensation |
|---|---|---|
COTTONWOOD ADVISORS, LLC2+ years Filed as: THE COTTONWOOD GROUP Service code 11 · EIN 20-5250908 | Actuarial | $40,168 |
DEBOER & ASSOCIATES, PC2+ years Service code 10 · EIN 47-0836395 17330 WRIGHT STREET · OMAHA, NE 68130 | Accounting | $15,903 |
BLAKE & UHLIG, P.A.2+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $13,962 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,691 |
FRONTIER WEALTH MANAGEMENT2+ years Filed as: FRONTIER WEALTH MANAGMENT Service code 27 · EIN 26-0236753 | Advisory (Plan) | $10,438 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage; Other investmen... | $9,516 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 12.85% | 11.09%+1.8pp | 8.32%+4.5pp | 13.95%-1.1pp |
| Employer contribution / active EE | $8,125 | $10,980-26.0% | $30,793-73.6% | $16,598-51.0% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |