Filed June 9, 2000
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 OMAHA5+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $56,991 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,123 |
CAP FINANCIAL PARTNERS, LLC4 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,021 |
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 50 4208 SIX FORKS RD · RALEIGH, NC 27609 | Direct Payment | $8,021 |
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 | $50,867 | $48,471+4.9% | $182,531-72.1% | $67,579-24.7% |
| Participation rate | 93.2% | 67.2%+26.1pp | 78.0%+15.3pp | 71.3%+22.0pp |
| Annual return | 24.33% | 31.08%-6.8pp | 148.57%-124.2pp | 378.56%-354.2pp |
| Employer contribution / active EE | $3,260 | $1,461+123.2% | $4,075-20.0% | $2,148+51.8% |
| Participant deferral / active EE | $5,281 | $3,324+58.9% | $5,525-4.4% | $3,539+49.2% |
| Admin fee / account holder | $212 | $151+40.5% | $8,593-97.5% | $142+49.3% |