Filed September 20, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $21,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,187 | $34,634-59.0% | $77,096-81.6% | $64,819-78.1% |
| Participation rate | 36.9% | 49.8%-12.9pp | 67.9%-31.0pp | 71.5%-34.6pp |
| Annual return | -14.36% | -5.31%-9.0pp | 42.35%-56.7pp | 32.84%-47.2pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,814-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,763 | $2,553-30.9% | $4,429-60.2% | $4,311-59.1% |
| Admin fee / account holder | $74 | $178-58.3% | $5,428-98.6% | $188-60.4% |