| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA4+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $378,617 |
Service code 27 10250 REGENCY CIRCLE · OMAHA, NE 681144301 | Advisory (Plan) | $113,628 |
JOHNSON BANK1 year Filed as: JOHNSON INVESTMENT COUNSEL Service code 27 · EIN 31-1801770 | Advisory (Plan) | $21,322 |
OMAHA WEALTH MANAGEMENT1 year Service code 27 6401 PACIFIC ST · OMAHA, NE 681061521 | Advisory (Plan) | $12,447 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 27 8401 WEST DODGE RD · OMAHA, NE 68114 | Advisory (Plan) | $12,379 |
RBC WEALTH MANAGEMENT4+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $9,163 |
Filed as: FIRST NATIONAL BANK Service code 62 1620 DODGE STREET · OMAHA, NE 68197 | Float revenue | $8,120 |
Service code 27 · EIN 47-6197829 | Advisory (Plan) | $7,876 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $278,191 | $75,388+269.0% | $123,553+125.2% | $55,727+399.2% |
| Participation rate | 89.6% | 75.7%+14.0pp | 82.3%+7.3pp | 70.9%+18.8pp |
| Annual return | -5.39% | 4.48%-9.9pp | 119.21%-124.6pp | 244.94%-250.3pp |
| Employer contribution / active EE | $11,190 | $3,063+265.3% | $4,628+141.8% | $2,078+438.4% |
| Participant deferral / active EE | $8,448 | $5,651+49.5% | $6,426+31.5% | $3,356+151.8% |
| Admin fee / account holder | $518 | $120+332.3% | $9,284-94.4% | $115+349.5% |