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| Provider | Service type | Compensation |
|---|---|---|
STERN BROTHERS7+ years Service code 34 1044 MAIN STREET · KANSAS CITY, MO 641052149 | Valuation (appraisals, etc.) | $9,400 |
UNION BANK & TRUST COMPANY7+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Recordkeeping and information managem... | $7,564 |
BUCKLEY & SITZMAN, LLP6 years Service code 34 4240 PIONEER WOODS DR. · LINCOLN, NE 68506 | Valuation (appraisals, etc.) | $6,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,844 | $64,138+41.6% | $112,258-19.1% | $66,930+35.7% |
| Participation rate | 97.7% | 68.5%+29.2pp | 75.1%+22.6pp | 69.8%+27.9pp |
| Annual return | 18.70% | -13.81%+32.5pp | 27.47%-8.8pp | 1.57%+17.1pp |
| Employer contribution / active EE | $3,110 | $3,006+3.4% | $3,636-14.5% | $2,545+22.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $114 | $625-81.8% | $6,411-98.2% | $593-80.8% |