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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA1+ years Service code 15 · EIN 47-0258043 1620 DODGE STREET · OMAHA, NE 68197 | Recordkeeping | $116,786 |
BLAKE & UHLIG, P.A.1+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 475 NEW BROTHERHOOD BLDG., 753 STAT · KANSAS CITY, KS 66101 | Legal | $36,832 |
Filed as: A & I BENEFIT PLANS ADMINISTRATORS Service code 15 · EIN 93-0446761 1220 SW MORRISON STREET, STE 300 · PORTLAND, OR 97205 | Recordkeeping | $30,206 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 15 · EIN 38-2383171 | Recordkeeping | $28,151 |
O'DONNELL FICENEC WILLS & FERDIG1+ years Filed as: O'DONNELL, FICENEC Service code 10 · EIN 47-0387937 4815 SOUTH 107TH AVENUE · OMAHA, NE 68127 | Accounting | $27,373 |
INVESTMENT CONSULTING GROUP1+ years Service code 16 · EIN 47-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Consulting | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,593 | $54,392-27.2% | $84,753-53.3% | $63,975-38.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -2.50% | 611.38%-613.9pp | 22.78%-25.3pp | 48.65%-51.1pp |
| Employer contribution / active EE | $1,729 | $2,943-41.2% | $3,574-51.6% | $2,182-20.7% |
| Participant deferral / active EE | $620 | $2,593-76.1% | $3,712-83.3% | $3,356-81.5% |
| Admin fee / account holder | $221 | $136+62.7% | $5,333-95.9% | $70+213.8% |