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| Provider | Service type | Compensation |
|---|---|---|
REMBERT PENDLETON JACKSON3 years Service code 26 1945 OLD GALLOWS ROAD · VIENNA, VA 22182 | Advisory (Participants) | $37,068 |
Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S. 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $26,155 |
ASCENSUS LLC3 years Filed as: WEALTH MANAGEMENT LLC Service code 49 125 S. 4TH STREET · NORFOLK, NE 68701 | Other Services | $2,345 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,878 | $101,591-24.3% | $147,096-47.7% | $74,429+3.3% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.2%+7.8pp | 67.2%+22.8pp |
| Annual return | 15.75% | 8746.45%-8730.7pp | 419.75%-404.0pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $3,082 | $3,813-19.2% | $4,936-37.6% | $2,625+17.4% |
| Participant deferral / active EE | $6,843 | $7,302-6.3% | $8,071-15.2% | $4,348+57.4% |
| Admin fee / account holder | $452 | $1,750-74.2% | $13,005-96.5% | $1,944-76.7% |