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| Provider | Service type | Compensation |
|---|---|---|
COTTONWOOD ADVISORS, LLC5+ years Service code 16 · EIN 20-4591722 | Consulting | $59,862 |
LUTZ & COMPANY, PC5+ years Filed as: LUTZ AND COMPANY PC Service code 10 · EIN 47-0625816 | Accounting | $44,600 |
FIRST NATIONAL BANK OF OMAHA3 years Service code 15 · EIN 47-0259043 | Recordkeeping | $37,003 |
KUTAK ROCK LLP5+ years Filed as: KUTAK ROCK, LLP Service code 29 · EIN 47-0597598 | Legal | $12,871 |
MERTZ INSURANCE1 year Service code 22 · EIN 47-0832337 | Insurance Broker | $12,138 |
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.
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 | $54,310 | $91,517-40.7% | $101,275-46.4% | $73,412-26.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | -8.28% | 17.17%-25.4pp | 46.48%-54.8pp | 59.30%-67.6pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,803 | $3,338-16.0% | $4,371-35.9% | $3,806-26.3% |
| Admin fee / account holder | $447 | $216+107.2% | $5,948-92.5% | $158+183.2% |