| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS TRUST Service code 15 · EIN 11-3665754 | Recordkeeping | $72,139 |
FRONTIER WEALTH MANAGEMENT3 years Service code 25 · EIN 26-0236753 10250 REGENCY CIRCLE · OMAHA, NE 68114 | Directed Trustee | $60,489 |
Filed as: CAPTRUST Service code 50 · EIN 26-0058143 | Direct Payment | $46,157 |
Filed as: BRIDGES INVESTMENT MGMT INC Service code 50 · EIN 47-0784180 | Direct Payment | $43,894 |
PFLUG KOORY LLC2 years Service code 50 · EIN 47-0833340 | Direct Payment | $18,108 |
DARKHORSE ADVISOR1 year Filed as: DARK HORSE ADVISOR Service code 50 · EIN 85-1127326 | Direct Payment | $9,294 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,964 | $95,388+230.2% | $125,401+151.2% | $77,906+304.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -14.33% | 116.19%-130.5pp | 572.53%-586.9pp | 12.16%-26.5pp |
| Employer contribution / active EE | $14,286 | $3,666+289.7% | $4,816+196.6% | $2,846+401.9% |
| Participant deferral / active EE | $10,263 | $7,711+33.1% | $7,448+37.8% | $4,805+113.6% |
| Admin fee / account holder | $220 | $119+85.3% | $10,008-97.8% | $133+66.1% |