Filed December 2, 2022 (most recent of 2 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE GROUP2+ years Filed as: SILVERSTONE GROUP, INC. Service code 11 · EIN 42-0938287 | Actuarial | $48,075 |
FIRST WESTERN TRUST BANK2+ years Filed as: FIRST WESTERN Service code 28 · EIN 81-6069616 | Investment Management | $36,643 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $26,491 |
FIRST NATIONAL BANK OF OMAHA2+ years Service code 25 · EIN 47-0259043 | Directed Trustee | $9,387 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,040-100.0% | $127,144-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 62.9%-62.9pp | 11.3%-11.3pp |
| Annual return | 10.54% | 10.61%-0.1pp | 9.35%+1.2pp | 10.41%+0.1pp |
| Employer contribution / active EE | $4,272 | $8,724-51.0% | $25,504-83.3% | $14,691-70.9% |
| Participant deferral / active EE | $0 | $552-100.0% | $1,066-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,133-100.0% | $2,049-100.0% | $2,646-100.0% |