| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA7+ years Service code 21 · EIN 47-0259043 | Bank Trustee | $110,583 |
FRONTIER WEALTH MANAGEMENT2 years Filed as: FRONTIER WEALTH MANAGEMENT. Service code 27 10250 REGENCY CIRCLE · OMAHA, NE 68114 | Advisory (Plan) | $80,000 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $32,868 |
Filed as: BRIDGES INVESTMENT MGMT INC Service code 50 · EIN 47-0784180 | Direct Payment | $24,187 |
FRONTIER WEALTH MANAGEMENT2 years Service code 50 · EIN 26-0236753 | Direct Payment | $16,446 |
PFLUG KOORY LLC1 year Service code 50 · EIN 47-0833340 | Direct Payment | $7,449 |
DARKHORSE ADVISOR1 year Service code 50 · EIN 85-1127326 | Direct Payment | $7,140 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 505 N. HIGHWAY 169 · PLYMOUTH, MN 55441 | Advisory (Plan) | $5,610 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 27 1125 S. 103RD · OMAHA, NE 68124 | Advisory (Plan) | $4,676 |
OMAHA WEALTH MANAGEMENT4 years Service code 27 6401 PACIFIC ST · OMAHA, NE 681061521 | Advisory (Plan) | $4,298 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $408,262 | $104,336+291.3% | $159,495+156.0% | $86,828+370.2% |
| Participation rate | 93.4% | 77.7%+15.7pp | 82.8%+10.5pp | 72.3%+21.1pp |
| Annual return | 14.91% | 26.32%-11.4pp | 263.72%-248.8pp | 97.95%-83.0pp |
| Employer contribution / active EE | $14,080 | $3,451+308.0% | $4,831+191.4% | $2,406+485.2% |
| Participant deferral / active EE | $10,081 | $6,837+47.4% | $7,354+37.1% | $4,132+144.0% |
| Admin fee / account holder | $264 | $172+53.2% | $10,804-97.6% | $170+55.6% |