Filed February 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA2+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $77,620 |
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 | $40,755 | $36,916+10.4% | $156,551-74.0% | $57,658-29.3% |
| Participation rate | 65.1% | 63.4%+1.6pp | 84.0%-18.9pp | 70.2%-5.2pp |
| Annual return | 12.16% | 12.38%-0.2pp | 32.23%-20.1pp | 5.13%+7.0pp |
| Employer contribution / active EE | $1,184 | $1,571-24.6% | $5,501-78.5% | $1,974-40.0% |
| Participant deferral / active EE | $2,692 | $1,926+39.8% | $4,871-44.7% | $3,061-12.1% |
| Admin fee / account holder | $240 | $82+190.4% | $13,028-98.2% | $95+153.4% |