Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA4+ years Service code 13 · EIN 47-0259043 | Contract Administrator | $76,272 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $25,611 |
BKD, LLP4+ years Service code 10 · EIN 44-0160260 | Accounting | $14,125 |
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 | $36,760 | $55,449-33.7% | $83,831-56.2% | $56,289-34.7% |
| Participation rate | 98.2% | 68.0%+30.2pp | 76.1%+22.0pp | 69.9%+28.3pp |
| Annual return | -5.89% | -1.38%-4.5pp | 850.99%-856.9pp | -9.96%+4.1pp |
| Employer contribution / active EE | $5,134 | $2,430+111.3% | $3,631+41.4% | $2,111+143.2% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $176 | $656-73.2% | $5,479-96.8% | $521-66.3% |