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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 3001 25TH STREET S · FARGO, ND 58103 | Participant communication; Recordkeep... | $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 | Claims processing; Trustee (bank, tru... | $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 | $83,843+30.7% | $123,973-11.6% | $65,306+67.8% |
| Participation rate | 100.0% | 56.0%+44.0pp | 76.7%+23.3pp | 57.7%+42.3pp |
| Annual return | 15.46% | 19.87%-4.4pp | 388.13%-372.7pp | 21.94%-6.5pp |
| Employer contribution / active EE | $7,146 | $2,873+148.7% | $4,126+73.2% | $1,967+263.2% |
| Participant deferral / active EE | $0 | $2,997-100.0% | $5,247-100.0% | $2,959-100.0% |
| Admin fee / account holder | $252 | $4,735-94.7% | $11,799-97.9% | $3,480-92.7% |