Filed July 6, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Claims processing; Recordkeeping fees... | $26,864 |
FIRST NATIONAL BANK OF OMAHA1+ years Filed as: FIRST NATIONAL BANK AND TRUST Service code 27 233 S. STEPHENSON AVE · IRON MOUNTAIN, MI 49801 | Advisory (Plan) | $18,585 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,438 | $57,921-69.9% | $84,751-79.4% | $57,658-69.8% |
| Participation rate | 84.0% | 72.9%+11.1pp | 76.6%+7.4pp | 70.2%+13.8pp |
| Annual return | -3.56% | 10.24%-13.8pp | 22.78%-26.3pp | 5.13%-8.7pp |
| Employer contribution / active EE | $146 | $2,598-94.4% | $3,574-95.9% | $1,974-92.6% |
| Participant deferral / active EE | $2,327 | $2,742-15.1% | $3,712-37.3% | $3,061-24.0% |
| Admin fee / account holder | $46 | $130-64.9% | $5,333-99.1% | $95-51.8% |