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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 3001 25TH STREET S · FARGO, ND 58103 | Participant communication; Investment... | $27,083 |
STERN BROTHERS10+ years Service code 34 1044 MAIN STREET · KANSAS CITY, MO 641052149 | Valuation (appraisals, etc.) | $13,750 |
BUCKLEY & SITZMAN, LLP9 years Service code 34 4240 PIONEER WOODS DR. · LINCOLN, NE 68506 | Valuation (appraisals, etc.) | $9,750 |
UNION BANK & TRUST COMPANY10+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Trustee (bank, trust company, or simi... | $8,887 |
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC Service code 21 801 WARRENVILLE ROAD · LISLE, IL 60532 | Bank Trustee | $5,167 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,607 | $83,369+31.5% | $105,223+4.2% | $67,986+61.2% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 15.46% | 24.64%-9.2pp | 180.65%-165.2pp | 31.67%-16.2pp |
| Employer contribution / active EE | $7,146 | $2,541+181.3% | $3,689+93.7% | $2,019+254.0% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $252 | $4,073-93.8% | $8,859-97.2% | $3,203-92.1% |