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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 53 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Commissions | $76,170 |
Filed as: BENEFIT PLANS INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $54,997 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON CO FID COMPREHENSIVE Service code 27 630 DUNDEE ROAD SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $16,231 |
Service code 10 4815 SOUTH 107TH AVENUE · OMAHA, NE 68127 | Accounting | $13,440 |
WEINBERG & WEINBERG, PC5+ years Filed as: WEINBERG AND WEINBERG Service code 29 9290 WEST DODGE ROAD SUITE 205 · OMAHA, NE 68124 | Legal | $7,125 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $38,428 | $91,517-58.0% | $101,275-62.1% | $73,412-47.7% |
| Participation rate | 99.7% | 73.8%+25.9pp | 75.8%+23.9pp | 72.2%+27.5pp |
| Annual return | 2.04% | 17.17%-15.1pp | 46.48%-44.4pp | 59.30%-57.3pp |
| Employer contribution / active EE | $2,673 | $2,877-7.1% | $3,660-27.0% | $2,234+19.7% |
| Participant deferral / active EE | $1,029 | $3,338-69.2% | $4,371-76.5% | $3,806-73.0% |
| Admin fee / account holder | $67 | $216-68.9% | $5,948-98.9% | $158-57.4% |