Filed February 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 47-0785486 13710 FNB PKWY · OMAHA, NE 68154 | Investment Management | $39,883 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL Service code 11 · EIN 47-0813106 11516 MIRACLE HILLS DRIVE · OMAHA, MA 68154 | Actuarial | $35,600 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ AND COMPANY, P.C. Service code 10 · EIN 47-0625816 13616 CALIFORNIA STREET · OMAHA, NE 68154 | Accounting | $18,000 |
Filed as: BNY Service code 15 · EIN 04-1107280 99 HIGH STREET · BOSTON, MA 02110 | Recordkeeping | $6,168 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $349,454-100.0% | $250,061-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.9%-46.9pp | 46.0%-46.0pp | 43.7%-43.7pp |
| Annual return | 5.14% | 7.41%-2.3pp | 7.82%-2.7pp | 13.05%-7.9pp |
| Employer contribution / active EE | $0 | $40,226-100.0% | $31,823-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $365-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $31,499-100.0% | $18,503-100.0% | $31,365-100.0% |