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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 3001 25TH STREET S · FARGO, ND 58103 | Participant communication; Trustee (b... | $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 | Investment management fees paid direc... | $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 | $80,674+35.9% | $119,126-8.0% | $64,340+70.4% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 15.46% | 26.86%-11.4pp | 282.11%-266.7pp | 24.14%-8.7pp |
| Employer contribution / active EE | $7,146 | $2,564+178.7% | $4,034+77.2% | $1,862+283.9% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $252 | $4,559-94.5% | $10,693-97.6% | $3,703-93.2% |