Filed February 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE GROUP1+ years Service code 11 · EIN 47-0498037 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Actuarial | $41,090 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 15 · EIN 04-1107280 99 HIGHT STREET, 27TH FLOOR · BOSTON, MA 02110 | Recordkeeping | $35,248 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 1120 S. 101ST STREET, SUITE 410 · OMAHA, NE 68124 | Accounting | $11,600 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | -2.30% | -1.80%-0.5pp | -2.01%-0.3pp | -7.14%+4.8pp |
| Employer contribution / active EE | $17,663 | $14,777+19.5% | $34,453-48.7% | $14,613+20.9% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |