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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FARFIELD, IA 52556 | Advisory (Participants) | $13,191 |
Filed as: DUNBAR BENDER & ZAPF INC Service code 13 · EIN 25-1650062 | Contract Administrator | $10,865 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $4,148 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,081 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,362 | $54,717-35.4% | $86,216-59.0% | $71,511-50.6% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 21.33% | 20.07%+1.3pp | 1169.42%-1148.1pp | 28.86%-7.5pp |
| Employer contribution / active EE | $5,337 | $1,267+321.3% | $2,382+124.1% | $2,589+106.1% |
| Participant deferral / active EE | $3,636 | $3,110+16.9% | $3,986-8.8% | $4,291-15.3% |
| Admin fee / account holder | $160 | $1,922-91.7% | $6,853-97.7% | $1,588-89.9% |