Filed May 21, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Direct payment from th... | $177,238 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN ADVISORS Service code 27 6201 COLLEGE BLVD, SUITE 700 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $37,500 |
FIRST NATIONAL BANK OF OMAHA3 years Filed as: FIRST NATIONAL BANK Service code 27 1620 DODGE ST. · OMAHA, NE 68197 | Advisory (Plan) | $25,000 |
LUTZ & COMPANY, PC7+ years Service code 10 · EIN 47-0625816 | Accounting | $13,147 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $386,496 | $104,336+270.4% | $159,495+142.3% | $86,828+345.1% |
| Participation rate | 99.7% | 77.7%+22.0pp | 82.8%+16.9pp | 72.3%+27.4pp |
| Annual return | 14.67% | 26.32%-11.6pp | 263.72%-249.0pp | 97.95%-83.3pp |
| Employer contribution / active EE | $12,404 | $3,451+259.4% | $4,831+156.7% | $2,406+415.5% |
| Participant deferral / active EE | $13,857 | $6,837+102.7% | $7,354+88.4% | $4,132+235.3% |
| Admin fee / account holder | $292 | $172+69.4% | $10,804-97.3% | $170+72.0% |