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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 801 N. 96TH STREET · OMAHA, NE 68114 | Investment Management | $78,348 |
SILVERSTONE GROUP1 year Service code 17 11516 MIRACLE HILLS DR. · OMAHA, NE 68154 | Pension Consulting | $24,000 |
MILLIMAN, INC.2+ years Service code 11 1120 SOUTH 101ST STREET, SUITE 400 · OMAHA, NE 68124 | Actuarial | $23,435 |
LUTZ & COMPANY, PC2+ years Service code 10 13616 CALIFORNIA STREET, SUITE 300 · OMAHA, NE 68154 | Accounting | $15,050 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 5.70% | 5.68%0pp | 4.74%+1.0pp | 4.56%+1.1pp |
| Employer contribution / active EE | $0 | $16,243-100.0% | $36,089-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |