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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE11+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,656 |
WEALTHPLAN PARTNERS INC7 years Filed as: WEALTHPLAN PARTNERS, INC. Service code 27 101 S 108TH AVE, 2ND FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $56,584 |
Filed as: BENEFIT PLANS, INC. Service code 15 | Recordkeeping | $11,270 |
BENEFIT PLANS ADMIN SERVICES, INC.11+ years Filed as: BENEFIT PLANS, INC Service code 13 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $8,824 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,039 | $46,464+27.1% | $150,298-60.7% | $79,634-25.9% |
| Participation rate | 86.6% | 57.0%+29.6pp | 77.8%+8.8pp | 62.5%+24.1pp |
| Annual return | 19.38% | 27.89%-8.5pp | 62.79%-43.4pp | 36.46%-17.1pp |
| Employer contribution / active EE | $2,433 | $1,512+61.0% | $4,154-41.4% | $2,529-3.8% |
| Participant deferral / active EE | $4,549 | $2,157+110.9% | $5,453-16.6% | $3,835+18.6% |
| Admin fee / account holder | $167 | $891-81.3% | $14,116-98.8% | $1,002-83.3% |