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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA5+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $62,577 |
Filed as: CAMBRIDGE INVESTMENT ADVISOR Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $34,990 |
VISIONPOINT ADVISORY GROUP5+ years Service code 27 1601 WEST LAKES PARKWAY · WEST DES MOINES, IA 50266 | Advisory (Plan) | $23,118 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: WYATT EARP WEALTH MANAGEMENT Service code 27 660 WESTOWN PARKWAY · W. DES MOINES, IA 50266 | Advisory (Plan) | $7,971 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $294,162 | $89,355+229.2% | $141,162+108.4% | $72,985+303.0% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.7pp | 69.5%+25.7pp |
| Annual return | 19.56% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $12,660 | $3,114+306.5% | $4,735+167.4% | $2,440+418.9% |
| Participant deferral / active EE | $6,444 | $5,418+18.9% | $6,709-3.9% | $3,607+78.6% |
| Admin fee / account holder | $1,065 | $5,958-82.1% | $10,261-89.6% | $5,124-79.2% |