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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA4+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $62,314 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $26,595 |
VISIONPOINT ADVISORY GROUP4+ years Service code 27 1601 WEST LAKES PARKWAY · WEST DES MOINES, IA 50266 | Advisory (Plan) | $23,851 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: WYATT EARP WEALTH MANAGEMENT Service code 27 660 WESTOWN PARKWAY · W. DES MOINES, IA 50266 | Advisory (Plan) | $9,085 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $185 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,351 | $77,813+234.6% | $123,544+110.7% | $64,186+305.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.05% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $14,325 | $3,014+375.3% | $4,628+209.5% | $2,381+501.7% |
| Participant deferral / active EE | $6,613 | $5,240+26.2% | $6,426+2.9% | $3,470+90.6% |
| Admin fee / account holder | $1,052 | $5,519-80.9% | $9,284-88.7% | $4,888-78.5% |