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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 | $81,358-74.3% | $155,556-86.5% | $80,959-74.1% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 10.11% | 33.39%-23.3pp | 64.84%-54.7pp | 35.67%-25.6pp |
| Employer contribution / active EE | $869 | $3,106-72.0% | $4,675-81.4% | $2,757-68.5% |
| Participant deferral / active EE | $1,968 | $3,455-43.0% | $5,631-65.0% | $4,300-54.2% |
| Admin fee / account holder | $153 | $7,994-98.1% | $15,885-99.0% | $6,925-97.8% |