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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $64,899 |
Filed as: BENEFIT PLANS, INC. Service code 15 16924 FRANCES ST, STE 100 · OMAHA, NE 68130 | Recordkeeping | $8,244 |
Service code 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Participants) | $0 |
TBS AGENCY INC1 year Filed as: TBS AGENCY, INC. Service code 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,261 | $102,661-78.3% | $151,628-85.3% | $66,930-66.7% |
| Participation rate | 96.4% | 85.5%+10.9pp | 87.5%+8.9pp | 69.8%+26.6pp |
| Annual return | -18.12% | -10.81%-7.3pp | 3.34%-21.5pp | 1.57%-19.7pp |
| Employer contribution / active EE | $2,501 | $4,184-40.2% | $6,165-59.4% | $2,545-1.7% |
| Participant deferral / active EE | $4,448 | $6,645-33.1% | $8,363-46.8% | $4,238+5.0% |
| Admin fee / account holder | $268 | $630-57.5% | $11,613-97.7% | $593-54.9% |