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| Provider | Service type | Compensation |
|---|---|---|
FIRST NEBRASKA ADVISORY LLC2 years Service code 27 · EIN 83-3260562 | Advisory (Plan) | $18,445 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,534 | $69,383+31.9% | $101,271-9.6% | $73,493+24.5% |
| Participation rate | 57.5% | 68.4%-10.9pp | 75.8%-18.3pp | 70.7%-13.2pp |
| Annual return | 22.02% | 18.46%+3.6pp | 46.48%-24.5pp | 28.51%-6.5pp |
| Employer contribution / active EE | $295 | $2,628-88.8% | $3,660-91.9% | $2,270-87.0% |
| Participant deferral / active EE | $2,485 | $3,301-24.7% | $4,371-43.1% | $3,740-33.6% |
| Admin fee / account holder | $319 | $704-54.6% | $5,948-94.6% | $513-37.8% |