Filed December 2, 2022 (most recent of 2 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE GROUP3+ years Filed as: SILVERSTONE GROUP, INC. Service code 11 · EIN 42-0938287 | Actuarial | $48,800 |
FIRST WESTERN TRUST BANK3+ years Filed as: FIRST WESTERN Service code 28 · EIN 81-6069616 | Investment Management | $35,653 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $26,756 |
FIRST NATIONAL BANK OF OMAHA3+ years Service code 25 · EIN 47-0259043 | Directed Trustee | $9,407 |
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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 | $36,488-100.0% | $110,792-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 58.3%-58.3pp | 14.6%-14.6pp |
| Annual return | 5.09% | 1.95%+3.1pp | -0.33%+5.4pp | 10.56%-5.5pp |
| Employer contribution / active EE | $8,754 | $13,608-35.7% | $25,782-66.0% | $13,643-35.8% |
| Participant deferral / active EE | $0 | $838-100.0% | $928-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,270-100.0% | $1,824-100.0% | $3,354-100.0% |