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| Provider | Service type | Compensation |
|---|---|---|
BRENEMAN & COMPANY, PC1 year Service code 26 14382 WOODLAKE DRIVE · CHESTERFIELD, MO 63017 | Advisory (Participants) | $33,756 |
Filed as: RETIREMENT PLAN CONSULTANTS Service code 14 125 S 4TH STREET · NORFOLK, NE 68701 | Plan Administrator | $14,603 |
ASCENSUS LLC1 year Filed as: WEALTH MANAGEMENT, LLC Service code 49 125 S 4TH STREET · NORFOLK, NE 68701 | Other Services | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,809 | $81,474-40.1% | $133,959-63.6% | $73,493-33.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 8.92% | 19.40%-10.5pp | 45.09%-36.2pp | 28.51%-19.6pp |
| Employer contribution / active EE | $5,581 | $2,209+152.6% | $3,919+42.4% | $2,270+145.8% |
| Participant deferral / active EE | $2,692 | $3,786-28.9% | $5,047-46.7% | $3,740-28.0% |
| Admin fee / account holder | $367 | $713-48.5% | $8,928-95.9% | $513-28.4% |