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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $18,617 |
Annual investment return 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 | $20,948 | $81,276-74.2% | $155,574-86.5% | $80,925-74.1% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 10.11% | 33.36%-23.2pp | 64.87%-54.8pp | 35.65%-25.5pp |
| Employer contribution / active EE | $869 | $3,103-72.0% | $4,676-81.4% | $2,756-68.5% |
| Participant deferral / active EE | $1,968 | $3,453-43.0% | $5,629-65.0% | $4,299-54.2% |
| Admin fee / account holder | $153 | $7,993-98.1% | $15,914-99.0% | $6,940-97.8% |