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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 14 · EIN 52-1590516 8960 L STREET, STE 101 · OMAHA, NE 68127 | Plan Administrator | $33,796 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST, STE 100 · OMAHA, NE 68130 | Accounting | $27,880 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $23,783 |
INVESTMENT CONSULTING GROUP10+ years Filed as: INVESTMENT CONSULTING GROUP, INC. Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE RD ST 1 · DAVENPORT, IA 52807 | Advisory (Plan) | $19,083 |
BLAKE & UHLIG, P.A.10+ years Service code 29 · EIN 48-0918231 6803 WEST 64TH STREET · OVERLAND PARK, KS 66202 | Legal | $12,725 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,777 | $81,557+76.3% | $123,973+16.0% | $65,191+120.5% |
| Participation rate | 92.1% | 77.8%+14.2pp | 76.7%+15.4pp | 63.0%+29.1pp |
| Annual return | 14.97% | 11.45%+3.5pp | 388.13%-373.2pp | 51.24%-36.3pp |
| Employer contribution / active EE | $6,507 | $4,637+40.3% | $4,126+57.7% | $2,400+171.1% |
| Participant deferral / active EE | $439 | $2,628-83.3% | $5,247-91.6% | $2,671-83.5% |
| Admin fee / account holder | $310 | $1,040-70.1% | $11,799-97.4% | $907-65.8% |