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| Provider | Service type | Compensation |
|---|---|---|
CBF WEALTH MANAGEMENT, LLC1+ years Service code 27 125 S 4TH STREET · NORFOLK, NE 68701 | Advisory (Plan) | $23,517 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 14 125 S 4TH STREET · NORFOLK, NE 68701 | Plan Administrator | $23,204 |
SARATOGA RESEARCH & INVESTMENT1+ years Service code 33 14471 BIG BASIN WAY · SARATOGA, CA 95070 | Securities brokerage | $22,266 |
ASCENSUS LLC1+ years Filed as: WEALTH MANAGEMENT, LLC Service code 49 125 S 4TH STREET · NORFOLK, NE 68701 | Other Services | $10,452 |
THE SHADDEN GROUP1+ years Service code 33 6700 E. PACIFIC COAST HWY STE 110 · LONG BEACH, CA 90803 | Securities brokerage | $6,317 |
LUTZ FINANCIAL1+ years Service code 33 13616 CALIFORNIA STREET, SUITE 200 · OMAHA, NE 68154 | Securities brokerage | $5,538 |
MARYLAND CAPITAL ADVISORS1+ years Service code 33 CHESTER PLAZA · CHESTER, MD 21619 | Securities brokerage | $0 |
Filed as: MERRILL LYNCH, PIERCE, FENNER, & SM Service code 33 · EIN 13-5674085 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Securities brokerage | $0 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN CONSULTANTS LLC Service code 15 | Recordkeeping | $0 |
SECURIAN FINANCIAL SERVICES INC1+ years Filed as: SECURIAN FINANCIAL SERVICES, INC Service code 33 400 REOBERT STREET NORTH · ST PAUL, MN 551012098 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,098 | $70,002+143.0% | $115,038+47.9% | $52,331+225.0% |
| Participation rate | 93.1% | 72.1%+21.0pp | 81.4%+11.7pp | 68.1%+25.0pp |
| Annual return | -0.06% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $6,372 | $2,715+134.7% | $4,608+38.3% | $1,882+238.6% |
| Participant deferral / active EE | $7,770 | $4,920+57.9% | $6,026+28.9% | $3,022+157.1% |
| Admin fee / account holder | $735 | $566+29.9% | $8,175-91.0% | $592+24.3% |