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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTHPLAN INVESTMENT MANAGEMENT LL Service code 51 101 S 108TH AVE · OMAHA, NE 68154 | Investment Mgmt Fees | $87,749 |
ACTUARIAL BENEFITS CORP7 years Filed as: ACTUARIAL DATA INC. Service code 11 4068 MT. ROYAL BLVD · ALLISON PARK, PA 15101 | Actuarial | $48,670 |
Filed as: CHARLES SCHWAB Service code 51 101 S 108TH AVENUE · OMAHA, NE 68154 | Investment Mgmt Fees | $34,750 |
ARMANINO LLP4 years Service code 10 12657 ALCOSTA BLVD · SAN RAMON, CA 94583 | Accounting | $16,892 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $250,986-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.3%-2.3pp |
| Annual return | 29.46% | 17.94%+11.5pp | 32.33%-2.9pp | 37.74%-8.3pp |
| Employer contribution / active EE | $0 | $10,320-100.0% | $33,956-100.0% | $15,788-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |