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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 | $21,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,771 | $77,908-68.2% | $149,696-83.5% | $75,173-67.0% |
| Participation rate | 63.0% | 65.6%-2.5pp | 78.8%-15.7pp | 67.2%-4.2pp |
| Annual return | 16.14% | 31.73%-15.6pp | 134.46%-118.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $753 | $3,138-76.0% | $4,821-84.4% | $2,671-71.8% |
| Participant deferral / active EE | $2,092 | $3,411-38.7% | $5,682-63.2% | $4,126-49.3% |
| Admin fee / account holder | $263 | $5,950-95.6% | $13,212-98.0% | $5,651-95.3% |