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 | $30,765 |
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 | $23,194 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 1120 S. 101ST STREET, SUITE 410 · INAGA, 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.
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 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 | $224,372-100.0% | $219,333-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | -1.89% | -2.14%+0.3pp | -2.01%+0.1pp | -2.16%+0.3pp |
| Employer contribution / active EE | $0 | $37,296-100.0% | $34,453-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |