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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 53 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Commissions | $73,588 |
Filed as: BENEFIT PLANS INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $60,548 |
Service code 10 4815 SOUTH 107TH AVENUE · OMAHA, NE 68127 | Accounting | $45,455 |
IRON-CO-FID-COMPREHENSIVE6 years Filed as: IRON CO FID COMPREHENSIVE Service code 27 630 DUNDEE ROAD SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $19,833 |
WEINBERG & WEINBERG, PC8+ years Filed as: WEINBERG AND WEINBERG Service code 29 9290 WEST DODGE ROAD SUITE 205 · OMAHA, NE 68124 | Legal | $7,106 |
Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $5,979 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,853 | $93,010-23.8% | $96,515-26.6% | $74,460-4.8% |
| Participation rate | 90.4% | 71.6%+18.8pp | 74.3%+16.0pp | 70.7%+19.6pp |
| Annual return | 11.47% | 37.50%-26.0pp | 35.73%-24.3pp | 34.38%-22.9pp |
| Employer contribution / active EE | $4,051 | $3,427+18.2% | $3,740+8.3% | $2,638+53.6% |
| Participant deferral / active EE | $1,552 | $3,971-60.9% | $4,880-68.2% | $4,530-65.7% |
| Admin fee / account holder | $172 | $633-72.8% | $6,735-97.4% | $348-50.5% |