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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,414 | $88,183-28.1% | $107,187-40.8% | $71,012-10.7% |
| Participation rate | 94.2% | 67.5%+26.6pp | 75.0%+19.1pp | 58.6%+35.6pp |
| Annual return | 10.24% | 16.47%-6.2pp | 204.55%-194.3pp | 37.67%-27.4pp |
| Employer contribution / active EE | $2,651 | $3,914-32.3% | $3,782-29.9% | $2,348+12.9% |
| Participant deferral / active EE | $1,074 | $3,079-65.1% | $5,096-78.9% | $3,246-66.9% |
| Admin fee / account holder | $81 | $1,430-94.4% | $9,162-99.1% | $1,167-93.1% |