Filed February 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE GROUP7+ years Service code 11 · EIN 47-0498037 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Actuarial | $42,375 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON Service code 15 · EIN 04-1107280 99 HIGHT STREET · BOSTON, MA 02110 | Recordkeeping | $35,068 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 1120 S. 101ST STREET · OMAHA, NE 68124 | Accounting | $13,850 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $113,315-100.0% | $97,450-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 50.9%-50.9pp | 41.9%-41.9pp | 37.6%-37.6pp |
| Annual return | 8.41% | 7.90%+0.5pp | 10.56%-2.1pp | 9.30%-0.9pp |
| Employer contribution / active EE | $210,526 | $35,629+490.9% | $28,542+637.6% | $43,750+381.2% |
| Participant deferral / active EE | $0 | $332-100.0% | $484-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,309-100.0% | $1,464-100.0% | $12,596-100.0% |