Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ACCLARO VALUATION ADVISORS2+ years Service code 34 · EIN 45-3205726 14344 Y STREET, SUITE 102 · OMAHA, NE 68137 | Valuation (appraisals, etc.) | $8,250 |
SECURITY NATIONAL BANK2+ years Filed as: SECURITY NATIONAL BANK WEALTH MAN. Service code 13 · EIN 47-0485339 P.O.BOX 31400 · OMAHA, NE 68131 | Contract Administrator | $3,861 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,880 | $75,183-9.7% | $123,894-45.2% | $55,167+23.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 12.94% | 19.01%-6.1pp | 47.52%-34.6pp | 169.23%-156.3pp |
| Employer contribution / active EE | $4,628 | $2,823+63.9% | $4,617+0.2% | $1,963+135.8% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $89 | $663-86.6% | $8,357-98.9% | $504-82.3% |