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| Provider | Service type | Compensation |
|---|---|---|
FRANKEL ZACHARIA LLC1 year Filed as: FRANKEL LLC Service code 10 11404 WEST DODGE RD, STE 700 · OMAHA, NE 68154 | Accounting | $10,000 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,470 |
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,551 |
ASCENSUS LLC1 year Filed as: PENSION ADMINISTRATORS, LLC Service code 15 · EIN 20-4043839 | Recordkeeping | $5,545 |
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 | $29,986 | $78,690-61.9% | $161,489-81.4% | $87,485-65.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 8.42% | 32.74%-24.3pp | 89.72%-81.3pp | 26.06%-17.6pp |
| Employer contribution / active EE | $3,211 | $2,588+24.1% | $4,268-24.8% | $2,596+23.7% |
| Participant deferral / active EE | $3,051 | $3,311-7.8% | $5,630-45.8% | $4,274-28.6% |
| Admin fee / account holder | $298 | $6,724-95.6% | $16,006-98.1% | $7,775-96.2% |