Filed February 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE GROUP2+ years Service code 11 · EIN 47-0498037 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Actuarial | $40,947 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 15 · EIN 04-1107280 99 HIGHT STREET · BOSTON, MA 02110 | Recordkeeping | $32,471 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 1120 S. 101ST STREET · OMAHA, NE 68124 | Accounting | $11,900 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | 2.22% | 4.87%-2.6pp | 5.00%-2.8pp | 4.56%-2.3pp |
| Employer contribution / active EE | $28,410 | $14,613+94.4% | $35,918-20.9% | $15,526+83.0% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |