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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA4+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $7,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $13,590 | $48,576-72.0% | $169,452-92.0% | $56,289-75.9% |
| Participation rate | 69.1% | 65.8%+3.3pp | 77.8%-8.6pp | 69.9%-0.7pp |
| Annual return | 3.76% | -2.51%+6.3pp | 1.83%+1.9pp | -9.96%+13.7pp |
| Employer contribution / active EE | $322 | $1,559-79.3% | $4,157-92.2% | $2,111-84.7% |
| Participant deferral / active EE | $1,515 | $3,275-53.7% | $5,277-71.3% | $3,350-54.8% |
| Admin fee / account holder | $52 | $435-88.0% | $9,110-99.4% | $521-90.0% |