| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA3+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $345,475 |
Service code 27 10250 REGENCY CIRCLE · OMAHA, NE 681144301 | Advisory (Plan) | $101,093 |
JOHNSON BANK3+ years Filed as: JOHNSON FINANCIAL GROUP Service code 27 · EIN 03-0375265 | Advisory (Plan) | $20,092 |
Filed as: FIRST NATIONAL WEALTH MANAGEMENT Service code 27 · EIN 23-3060382 | Advisory (Plan) | $13,117 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 50 8401 WEST DODGE RD · OMAHA, NE 68114 | Direct Payment | $10,082 |
RBC WEALTH MANAGEMENT3+ years Service code 50 · EIN 41-1416330 | Direct Payment | $8,077 |
Service code 27 · EIN 47-6197829 | Advisory (Plan) | $6,699 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $311,594 | $155,795+100.0% | $136,298+128.6% | $69,634+347.5% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 70.7%+19.8pp |
| Annual return | 16.36% | 232464.33%-232448.0pp | 5156.27%-5139.9pp | 27572.26%-27555.9pp |
| Employer contribution / active EE | $11,630 | $2,991+288.8% | $4,696+147.7% | $2,032+472.3% |
| Participant deferral / active EE | $8,458 | $5,394+56.8% | $6,247+35.4% | $3,224+162.4% |
| Admin fee / account holder | $497 | $128+287.7% | $9,244-94.6% | $110+350.2% |