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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA1+ years Filed as: 1ST NATIONAL BANK OF OMAHA Service code 15 · EIN 47-0259043 | Recordkeeping | $60,156 |
COTTONWOOD ADVISORS, LLC1+ years Service code 16 · EIN 20-4591722 | Consulting | $42,289 |
LUTZ & COMPANY, PC1+ years Filed as: LUTZ AND COMPANY PC Service code 10 · EIN 47-0625816 | Accounting | $20,000 |
KUTAK ROCK LLP1+ years Filed as: KUTAK ROCK, LLP Service code 29 · EIN 47-0597598 | Legal | $5,434 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,479 | $57,921-18.0% | $84,753-44.0% | $57,658-17.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -3.56% | 10.24%-13.8pp | 22.78%-26.3pp | 5.13%-8.7pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,967 | $2,742-28.3% | $3,712-47.0% | $3,061-35.7% |
| Admin fee / account holder | $393 | $130+203.1% | $5,333-92.6% | $95+315.8% |