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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE11+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $59 |
Filed as: BENEFIT PLANS, INC Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $83,843-100.0% | $123,973-100.0% | $65,306-100.0% |
| Participation rate | 0.0% | 56.0%-56.0pp | 76.7%-76.7pp | 57.7%-57.7pp |
| Annual return | -100.00% | 19.87%-119.9pp | 388.13%-488.1pp | 21.94%-121.9pp |
| Employer contribution / active EE | $0 | $2,873-100.0% | $4,126-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $0 | $2,997-100.0% | $5,247-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $4,735-100.0% | $11,799-100.0% | $3,480-100.0% |