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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA2+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $29,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,184 | $75,183+21.3% | $123,894-26.4% | $55,167+65.3% |
| Participation rate | 61.9% | 72.8%-10.9pp | 81.4%-19.5pp | 69.0%-7.1pp |
| Annual return | 7.80% | 19.01%-11.2pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,173 | $2,823-58.4% | $4,617-74.6% | $1,963-40.2% |
| Participant deferral / active EE | $1,529 | $5,084-69.9% | $5,984-74.5% | $3,054-49.9% |
| Admin fee / account holder | $407 | $663-38.5% | $8,357-95.1% | $504-19.2% |