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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 53 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Commissions | $80,259 |
Filed as: BENEFIT PLANS INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $59,095 |
Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $56,669 |
Service code 10 4815 SOUTH 107TH AVENUE · OMAHA, NE 68127 | Accounting | $50,000 |
WEINBERG & WEINBERG, PC9+ years Filed as: WEINBERG AND WEINBERG Service code 29 9290 WEST DODGE ROAD SUITE 205 · OMAHA, NE 68124 | Legal | $2,350 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $0 |
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 | $52,633 | $82,979-36.6% | $102,383-48.6% | $77,714-32.3% |
| Participation rate | 96.4% | 71.5%+24.8pp | 74.5%+21.9pp | 70.6%+25.8pp |
| Annual return | 14.14% | 19.11%-5.0pp | 24.94%-10.8pp | 31.26%-17.1pp |
| Employer contribution / active EE | $2,983 | $3,554-16.0% | $3,870-22.9% | $2,727+9.4% |
| Participant deferral / active EE | $1,252 | $4,109-69.5% | $5,060-75.3% | $4,649-73.1% |
| Admin fee / account holder | $98 | $639-84.7% | $8,391-98.8% | $433-77.4% |