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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN PARTNERS INC6 years Service code 26 101 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Advisory (Participants) | $19,885 |
Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,039 | $50,902-21.3% | $155,534-74.3% | $77,736-48.5% |
| Participation rate | 31.1% | 63.1%-32.0pp | 78.2%-47.1pp | 70.6%-39.4pp |
| Annual return | 15.85% | 34.85%-19.0pp | 64.92%-49.1pp | 31.26%-15.4pp |
| Employer contribution / active EE | $1 | $1,991-99.9% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $921 | $2,824-67.4% | $5,630-83.6% | $4,651-80.2% |
| Admin fee / account holder | $391 | $437-10.4% | $15,900-97.5% | $433-9.7% |