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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68510 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,101 | $55,449-22.3% | $83,850-48.6% | $56,287-23.4% |
| Participation rate | 57.5% | 68.0%-10.5pp | 76.1%-18.6pp | 69.9%-12.3pp |
| Annual return | -7.20% | -1.38%-5.8pp | 850.92%-858.1pp | -9.96%+2.8pp |
| Employer contribution / active EE | $690 | $2,430-71.6% | $3,631-81.0% | $2,111-67.3% |
| Participant deferral / active EE | $3,384 | $2,935+15.3% | $4,082-17.1% | $3,350+1.0% |
| Admin fee / account holder | $63 | $656-90.5% | $5,478-98.9% | $521-88.0% |