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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH PLAN PARTNERS Service code 26 101 SOUTH 108TH AVE · OMAHA, NE 68154 | Advisory (Participants) | $20,369 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $17,513 |
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 | $37,964 | $51,226-25.9% | $82,706-54.1% | $66,930-43.3% |
| Participation rate | 44.7% | 67.9%-23.1pp | 72.6%-27.9pp | 69.8%-25.1pp |
| Annual return | -14.84% | -9.61%-5.2pp | 701.76%-716.6pp | 1.57%-16.4pp |
| Employer contribution / active EE | $2 | $2,612-99.9% | $3,007-99.9% | $2,545-99.9% |
| Participant deferral / active EE | $1,490 | $3,460-57.0% | $4,394-66.1% | $4,238-64.9% |
| Admin fee / account holder | $327 | $416-21.4% | $5,329-93.9% | $593-45.0% |