Filed January 16, 2026
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $54,663 |
Filed as: BENEFIT PLANS INC Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $14,483 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,581 | $37,117-6.8% | $147,614-76.6% | $55,191-37.3% |
| Participation rate | 73.2% | 63.6%+9.6pp | 84.6%-11.4pp | 69.2%+4.1pp |
| Annual return | -2.12% | 3.44%-5.6pp | 61.98%-64.1pp | 10.78%-12.9pp |
| Employer contribution / active EE | $1,053 | $1,620-35.0% | $5,564-81.1% | $1,899-44.6% |
| Participant deferral / active EE | $2,202 | $1,985+10.9% | $4,895-55.0% | $3,046-27.7% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |