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| Provider | Service type | Compensation |
|---|---|---|
GREAT WESTERN BANK1+ years Service code 14 · EIN 47-6182157 9290 W DODGE ROAD · OMAHA, NE 68114 | Plan Administrator | $62,910 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,679 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT ADVISORS Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $8,581 |
Filed as: BRIDGES INV MANAGEMENT Service code 26 · EIN 47-0784180 | Advisory (Participants) | $8,160 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,616 | $70,002+340.9% | $115,038+168.3% | $52,331+489.7% |
| Participation rate | 95.8% | 72.1%+23.7pp | 81.4%+14.5pp | 68.1%+27.7pp |
| Annual return | -1.58% | 4.04%-5.6pp | 26.14%-27.7pp | 4.54%-6.1pp |
| Employer contribution / active EE | $9,336 | $2,715+243.9% | $4,608+102.6% | $1,882+396.2% |
| Participant deferral / active EE | $9,197 | $4,920+86.9% | $6,026+52.6% | $3,022+204.3% |
| Admin fee / account holder | $761 | $566+34.4% | $8,175-90.7% | $592+28.6% |