| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA5+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $385,489 |
Service code 27 10250 REGENCY CIRCLE · OMAHA, NE 681144301 | Advisory (Plan) | $105,886 |
JOHNSON BANK5+ years Filed as: JOHNSON FINANCIAL GROUP Service code 27 · EIN 03-0375265 | Advisory (Plan) | $16,452 |
GV FINANCIAL ADVISORS4 years Filed as: JOYN ADVISORS Service code 27 1100 ABERNATHY RD NE · ATLANTA, GA 30328 | Advisory (Plan) | $16,383 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 27 1125 S. 103RD · OMAHA, NE 68124 | Advisory (Plan) | $13,327 |
OMAHA WEALTH MANAGEMENT2 years Service code 27 6401 PACIFIC ST · OMAHA, NE 681061521 | Advisory (Plan) | $12,856 |
RBC WEALTH MANAGEMENT5+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $8,791 |
Service code 27 · EIN 47-6197829 | Advisory (Plan) | $8,756 |
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 | $336,955 | $88,122+282.4% | $141,200+138.6% | $67,584+398.6% |
| Participation rate | 90.2% | 76.5%+13.8pp | 82.5%+7.8pp | 71.3%+19.0pp |
| Annual return | 21.74% | 75.40%-53.7pp | 71.41%-49.7pp | 378.59%-356.8pp |
| Employer contribution / active EE | $11,972 | $3,224+271.3% | $4,736+152.8% | $2,148+457.4% |
| Participant deferral / active EE | $8,972 | $5,958+50.6% | $6,710+33.7% | $3,540+153.5% |
| Admin fee / account holder | $527 | $131+302.9% | $10,265-94.9% | $142+270.6% |