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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $53,193 |
WEALTHPLAN PARTNERS INC3 years Filed as: WEALTHPLAN PARTNERS, INC. Service code 27 101 S 108TH AVE, 2ND FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $39,998 |
Filed as: BENEFIT PLANS, INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $20,768 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,383 | $56,540-14.4% | $185,849-74.0% | $86,821-44.3% |
| Participation rate | 85.0% | 65.5%+19.5pp | 81.7%+3.3pp | 72.3%+12.7pp |
| Annual return | 10.90% | 118.20%-107.3pp | 122.10%-111.2pp | 97.94%-87.0pp |
| Employer contribution / active EE | $2,113 | $1,844+14.6% | $5,169-59.1% | $2,406-12.2% |
| Participant deferral / active EE | $4,038 | $2,555+58.0% | $5,569-27.5% | $4,132-2.3% |
| Admin fee / account holder | $0 | $150-100.0% | $16,244-100.0% | $170-100.0% |