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| Provider | Service type | Compensation |
|---|---|---|
FIRST NEBRASKA ADVISORY LLC4 years Service code 27 · EIN 83-3260562 | Advisory (Plan) | $22,510 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,184 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,884 | $64,176+43.2% | $112,249-18.1% | $66,938+37.3% |
| Participation rate | 52.3% | 68.4%-16.2pp | 75.1%-22.8pp | 69.8%-17.5pp |
| Annual return | -17.98% | -13.80%-4.2pp | 27.48%-45.5pp | 1.58%-19.6pp |
| Employer contribution / active EE | $322 | $3,007-89.3% | $3,636-91.2% | $2,545-87.4% |
| Participant deferral / active EE | $2,593 | $3,694-29.8% | $4,729-45.2% | $4,238-38.8% |
| Admin fee / account holder | $380 | $626-39.3% | $6,412-94.1% | $594-36.0% |