Filed September 30, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA2+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $48,367 |
HANCOCK & DANA PC2+ years Filed as: HANCOCK AND DANA, PC Service code 10 12829 WEST DODGE RD · OMAHA, NE 68154 | Accounting | $21,000 |
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 | $70,341 | $56,894+23.6% | $84,753-17.0% | $62,881+11.9% |
| Participation rate | 97.1% | 68.5%+28.6pp | 76.6%+20.5pp | 69.3%+27.8pp |
| Annual return | 6.01% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $5,388 | $2,400+124.5% | $3,574+50.7% | $2,281+136.2% |
| Participant deferral / active EE | $4,988 | $2,709+84.1% | $3,712+34.4% | $3,203+55.7% |
| Admin fee / account holder | $363 | $3,581-89.9% | $5,333-93.2% | $4,296-91.5% |