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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK FREMONT4+ years Service code 15 · EIN 47-6090896 PO BOX 169 · FREMONT, NE 680260169 | Recordkeeping | $15,702 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,561 | $42,548-72.8% | $74,551-84.5% | $56,289-79.5% |
| Participation rate | 93.9% | 60.5%+33.5pp | 69.1%+24.8pp | 69.9%+24.1pp |
| Annual return | 27.03% | 12.40%+14.6pp | 32.53%-5.5pp | -9.96%+37.0pp |
| Employer contribution / active EE | $1,768 | $855+106.7% | $1,961-9.9% | $2,111-16.3% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,059-100.0% | $521-100.0% |