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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $59,700 |
WEALTHPLAN PARTNERS INC6 years Filed as: WEALTHPLAN PARTNERS, INC. Service code 27 101 S 108TH AVE, 2ND FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $37,824 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS, INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $10,200 |
Filed as: BENEFIT PLANS, INC. Service code 15 | Recordkeeping | $8,951 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,159 | $50,919+2.4% | $155,556-66.5% | $77,762-32.9% |
| Participation rate | 87.2% | 63.1%+24.1pp | 78.2%+9.0pp | 70.6%+16.6pp |
| Annual return | 13.48% | 34.84%-21.4pp | 64.84%-51.4pp | 31.27%-17.8pp |
| Employer contribution / active EE | $2,085 | $1,991+4.7% | $4,675-55.4% | $2,728-23.6% |
| Participant deferral / active EE | $4,193 | $2,824+48.4% | $5,631-25.5% | $4,651-9.9% |
| Admin fee / account holder | $136 | $437-68.8% | $15,885-99.1% | $433-68.6% |