Filed February 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE GROUP3+ years Service code 11 · EIN 47-0498037 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Actuarial | $37,787 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 15 · EIN 04-1107280 99 HIGHT STREET · BOSTON, MA 02110 | Recordkeeping | $22,050 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 1120 S. 101ST STREET SUITE 410 · OMAHA, NE 68124 | Accounting | $11,900 |
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 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | 12.33% | 9.90%+2.4pp | 10.16%+2.2pp | 10.21%+2.1pp |
| Employer contribution / active EE | $0 | $36,071-100.0% | $33,192-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |