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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 | $14,409 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,856 | $65,092-72.6% | $143,799-87.6% | $66,938-73.3% |
| Participation rate | 75.7% | 65.2%+10.5pp | 80.3%-4.6pp | 69.8%+5.9pp |
| Annual return | -11.95% | -11.14%-0.8pp | -0.04%-11.9pp | 1.58%-13.5pp |
| Employer contribution / active EE | $742 | $2,362-68.6% | $4,952-85.0% | $2,545-70.8% |
| Participant deferral / active EE | $1,962 | $2,920-32.8% | $5,638-65.2% | $4,238-53.7% |
| Admin fee / account holder | $137 | $502-72.7% | $14,677-99.1% | $594-76.9% |