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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 PO BOX 82535 · LINCOLN, NE 68501 | Investment management fees paid direc... | $420 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,054 | $80,731-13.2% | $103,374-32.2% | $74,546-6.0% |
| Participation rate | 99.1% | 65.7%+33.4pp | 74.5%+24.6pp | 67.2%+31.9pp |
| Annual return | 25.39% | 27.56%-2.2pp | 24.89%+0.5pp | 1366.03%-1340.6pp |
| Employer contribution / active EE | $645 | $3,158-79.6% | $3,869-83.3% | $2,624-75.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $3 | $2,369-99.9% | $8,394-100.0% | $1,944-99.8% |