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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $1,530 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,080 | $75,962-92.0% | $154,108-96.1% | $64,173-90.5% |
| Participation rate | 73.1% | 70.4%+2.7pp | 83.0%-10.0pp | 69.6%+3.5pp |
| Annual return | -8.62% | 30.32%-38.9pp | 735.21%-743.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $668 | $3,350-80.1% | $5,298-87.4% | $2,381-72.0% |
| Participant deferral / active EE | $997 | $3,175-68.6% | $5,081-80.4% | $3,470-71.3% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |