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 |
|---|---|---|
SECURITY NATIONAL BANK3+ years Filed as: SECURITY NATIONAL BANK WEALTH MAN. Service code 13 · EIN 47-0485339 P.O.BOX 31400 · OMAHA, NE 68131 | Contract Administrator | $8,595 |
ACCLARO VALUATION ADVISORS3+ years Service code 34 · EIN 45-3205726 14344 Y STREET, SUITE 102 · OMAHA, NE 68137 | Valuation (appraisals, etc.) | $8,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,273 | $80,753+1.9% | $136,297-39.6% | $62,293+32.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 24.17% | 35.83%-11.7pp | 5156.19%-5132.0pp | 28.90%-4.7pp |
| Employer contribution / active EE | $8,759 | $2,884+203.8% | $4,696+86.5% | $2,042+328.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $115 | $525-78.2% | $9,244-98.8% | $479-76.1% |