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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK1 year Service code 27 · EIN 48-0962626 | Advisory (Plan) | $33,512 |
COTTONWOOD ADVISORS, LLC3+ years Filed as: THE COTTONWOOD GROUP Service code 11 · EIN 20-5250908 | Actuarial | $17,631 |
DEBOER & ASSOCIATES, PC3+ years Service code 10 · EIN 47-0836395 17330 WRIGHT STREET · OMAHA, NE 68130 | Accounting | $15,996 |
BLAKE & UHLIG, P.A.3+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $8,641 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,310 |
FRONTIER WEALTH MANAGEMENT3+ years Filed as: FRONTIER WEALTH MANAGMENT Service code 27 · EIN 26-0236753 | Advisory (Plan) | $6,001 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 7.41% | 1.05%+6.4pp | -752.26%+759.7pp | -0.69%+8.1pp |
| Employer contribution / active EE | $8,035 | $11,363-29.3% | $31,802-74.7% | $16,786-52.1% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |