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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA3+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $33,559 |
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.)
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 | $114,811 | $80,753+42.2% | $136,298-15.8% | $62,293+84.3% |
| Participation rate | 57.1% | 73.5%-16.4pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 16.75% | 35.83%-19.1pp | 5156.27%-5139.5pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,303 | $2,884-54.8% | $4,696-72.3% | $2,042-36.2% |
| Participant deferral / active EE | $1,813 | $5,164-64.9% | $6,247-71.0% | $3,169-42.8% |
| Admin fee / account holder | $486 | $525-7.4% | $9,244-94.7% | $479+1.5% |