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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $4,750 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $792 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO WEALTH BROK INS AGY Service code 22 13625 CALIFORNIA ST., STE 100 · OMAHA, NE 68154 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,269 | $46,360+105.5% | $147,617-35.5% | $52,331+82.1% |
| Participation rate | 98.7% | 64.9%+33.8pp | 84.6%+14.1pp | 68.1%+30.6pp |
| Annual return | -2.26% | 1.62%-3.9pp | 61.98%-64.2pp | 4.54%-6.8pp |
| Employer contribution / active EE | $7,919 | $2,126+272.5% | $5,564+42.3% | $1,882+320.8% |
| Participant deferral / active EE | $5,158 | $2,258+128.5% | $4,895+5.4% | $3,022+70.7% |
| Admin fee / account holder | $443 | $766-42.1% | $11,612-96.2% | $592-25.0% |