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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $55,467 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $52,089 |
NATIONWIDE10+ years Service code 53 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Commissions | $48,446 |
Filed as: IRON FINANCIAL Service code 27 630 DUNDEE ROAD SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $25,237 |
Service code 10 4815 SOUTH 107TH AVENUE · OMAHA, NE 68127 | Accounting | $25,000 |
WEINBERG & WEINBERG, PC10+ years Filed as: WEINBERG AND WEINBERG Service code 29 9290 WEST DODGE ROAD SUITE 205 · OMAHA, NE 68124 | Legal | $5,682 |
Participant contribution per participant 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 | $63,414 | $92,224-31.2% | $105,223-39.7% | $79,634-20.4% |
| Participation rate | 94.2% | 69.2%+25.0pp | 75.0%+19.1pp | 62.5%+31.7pp |
| Annual return | 10.24% | 88.65%-78.4pp | 180.65%-170.4pp | 36.46%-26.2pp |
| Employer contribution / active EE | $2,651 | $3,965-33.1% | $3,689-28.1% | $2,529+4.8% |
| Participant deferral / active EE | $1,074 | $3,834-72.0% | $5,072-78.8% | $3,835-72.0% |
| Admin fee / account holder | $81 | $1,121-92.8% | $8,859-99.1% | $1,002-91.9% |