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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK FREMONT2+ years Service code 15 · EIN 47-6090896 PO BOX 169 · FREMONT, NE 680260169 | Recordkeeping | $14,363 |
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.
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 | $5,520 | $42,546-87.0% | $71,796-92.3% | $55,167-90.0% |
| Participation rate | 94.0% | 59.1%+34.9pp | 69.1%+24.9pp | 69.0%+25.0pp |
| Annual return | -14.49% | 12.36%-26.9pp | 78.04%-92.5pp | 169.23%-183.7pp |
| Employer contribution / active EE | $750 | $803-6.6% | $1,924-61.0% | $1,963-61.8% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |