Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA2+ years Filed as: 1ST NATIONAL BANK OF OMAHA Service code 15 · EIN 47-0259043 | Recordkeeping | $50,871 |
COTTONWOOD ADVISORS, LLC2+ years Service code 16 · EIN 20-4591722 | Consulting | $33,195 |
LUTZ & COMPANY, PC2+ years Filed as: LUTZ AND COMPANY PC Service code 10 · EIN 47-0625816 | Accounting | $18,600 |
KUTAK ROCK LLP2+ years Filed as: KUTAK ROCK, LLP Service code 29 · EIN 47-0597598 | Legal | $12,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,560 | $60,545-8.2% | $92,240-39.8% | $69,631-20.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 14.11% | 19.71%-5.6pp | 176.29%-162.2pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,680-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,077 | $2,828-26.5% | $3,897-46.7% | $3,224-35.6% |
| Admin fee / account holder | $347 | $145+139.9% | $5,194-93.3% | $110+214.4% |