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 OMAHA6+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $44,348 |
WIPFLI LLP3 years Filed as: WIPFLI CPAS Service code 10 · EIN 39-0758449 | Accounting | $8,536 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,631 | $60,139+85.6% | $90,461+23.4% | $79,856+39.8% |
| Participation rate | 94.5% | 65.0%+29.5pp | 72.7%+21.8pp | 69.6%+24.9pp |
| Annual return | 14.46% | 71.96%-57.5pp | 1294.76%-1280.3pp | 31.71%-17.3pp |
| Employer contribution / active EE | $5,342 | $2,069+158.2% | $3,264+63.7% | $2,471+116.2% |
| Participant deferral / active EE | $5,381 | $2,939+83.1% | $3,964+35.7% | $3,741+43.8% |
| Admin fee / account holder | $563 | $3,978-85.9% | $5,617-90.0% | $5,306-89.4% |