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| Provider | Service type | Compensation |
|---|---|---|
FELTZ WEALTHPLAN INC1+ years Filed as: FELTZ WEALTHPLAN Service code 27 101 S 108TH AVE, 2ND FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $18,253 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,256 |
Filed as: BENEFIT PLANS, INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $4,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,431 | $37,117+17.0% | $147,617-70.6% | $55,191-21.3% |
| Participation rate | 45.7% | 63.6%-17.9pp | 84.6%-38.9pp | 69.2%-23.5pp |
| Annual return | 0.82% | 3.44%-2.6pp | 61.98%-61.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,130 | $1,620-30.3% | $5,564-79.7% | $1,899-40.5% |
| Participant deferral / active EE | $1,922 | $1,985-3.2% | $4,895-60.7% | $3,046-36.9% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |