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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $40,540 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN ADVISORS Service code 27 6201 COLLEGE BLVD, 7TH FLOOR · OVERLAND PARK, KS 66211 | Advisory (Plan) | $20,199 |
FIRST NATIONAL BANK OF OMAHA7+ years Service code 13 · EIN 47-0259043 | Contract Administrator | $17,975 |
BKD, LLP7+ years Service code 10 · EIN 44-0160260 | Accounting | $15,525 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,007 | $78,275-42.5% | $109,188-58.8% | $86,821-48.2% |
| Participation rate | 97.7% | 73.8%+23.9pp | 75.9%+21.8pp | 72.3%+25.4pp |
| Annual return | 13.58% | 19.14%-5.6pp | 25.76%-12.2pp | 97.94%-84.4pp |
| Employer contribution / active EE | $6,002 | $3,105+93.3% | $3,723+61.2% | $2,406+149.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $142 | $198-28.6% | $6,755-97.9% | $170-16.4% |