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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA3+ years Service code 13 · EIN 47-0259043 | Contract Administrator | $59,429 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $30,724 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $13,500 |
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 | $37,762 | $58,726-35.7% | $92,240-59.1% | $62,293-39.4% |
| Participation rate | 98.0% | 68.3%+29.6pp | 76.5%+21.5pp | 69.5%+28.4pp |
| Annual return | 18.68% | 43.62%-24.9pp | 176.29%-157.6pp | 28.90%-10.2pp |
| Employer contribution / active EE | $6,342 | $2,392+165.2% | $3,680+72.4% | $2,042+210.6% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $139 | $556-74.9% | $5,194-97.3% | $479-70.9% |