Filed February 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA1+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $65,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,835 | $37,117+4.6% | $147,617-73.7% | $55,191-29.6% |
| Participation rate | 60.0% | 63.6%-3.6pp | 84.6%-24.6pp | 69.2%-9.1pp |
| Annual return | 0.33% | 3.44%-3.1pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $572 | $1,620-64.7% | $5,564-89.7% | $1,899-69.9% |
| Participant deferral / active EE | $2,386 | $1,985+20.2% | $4,895-51.3% | $3,046-21.7% |
| Admin fee / account holder | $234 | $86+173.3% | $11,612-98.0% | $91+157.6% |