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| Provider | Service type | Compensation |
|---|---|---|
FELTZ WEALTHPLAN INC2+ years Filed as: FELTZ WEALTHPLAN Service code 27 101 S 108TH AVE, 2ND FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $20,199 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,625 |
Filed as: BENEFIT PLANS, INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $6,357 |
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 | $43,743 | $36,916+18.5% | $156,551-72.1% | $57,658-24.1% |
| Participation rate | 48.9% | 63.4%-14.5pp | 84.0%-35.1pp | 70.2%-21.3pp |
| Annual return | 8.07% | 12.38%-4.3pp | 32.23%-24.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,045 | $1,571-33.5% | $5,501-81.0% | $1,974-47.1% |
| Participant deferral / active EE | $2,102 | $1,926+9.2% | $4,871-56.8% | $3,061-31.3% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |