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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S. 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $26,555 |
REMBERT PENDLETON JACKSON2 years Service code 26 1945 OLD GALLOWS ROAD · VIENNA, VA 22182 | Advisory (Participants) | $21,281 |
ASCENSUS LLC2 years Filed as: WEALTH MANAGEMENT LLC Service code 49 125 S. 4TH STREET · NORFOLK, NE 68701 | Other Services | $8,512 |
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 | $75,107 | $91,439-17.9% | $135,974-44.8% | $71,511+5.0% |
| Participation rate | 87.4% | 75.7%+11.7pp | 81.9%+5.5pp | 67.9%+19.5pp |
| Annual return | 23.08% | 29.90%-6.8pp | 68.30%-45.2pp | 28.86%-5.8pp |
| Employer contribution / active EE | $3,095 | $3,705-16.5% | $4,859-36.3% | $2,589+19.5% |
| Participant deferral / active EE | $6,793 | $7,093-4.2% | $7,760-12.5% | $4,291+58.3% |
| Admin fee / account holder | $411 | $1,267-67.5% | $10,767-96.2% | $1,588-74.1% |