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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA2+ years Service code 13 · EIN 47-0259043 | Contract Administrator | $52,300 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $12,900 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $12,173 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,235 | $52,884-31.5% | $84,753-57.2% | $55,167-34.3% |
| Participation rate | 89.3% | 67.5%+21.8pp | 76.6%+12.7pp | 69.0%+20.3pp |
| Annual return | 4.61% | 18.03%-13.4pp | 22.78%-18.2pp | 169.23%-164.6pp |
| Employer contribution / active EE | $5,788 | $2,233+159.2% | $3,574+61.9% | $1,963+194.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $148 | $581-74.5% | $5,333-97.2% | $504-70.6% |