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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA10+ years Filed as: FIRST NATIONAL BANK Service code 20 · EIN 47-0259043 | Trustee (individual); Investment mana... | $479,925 |
DANA INVESTMENT ADVISORS10+ years Service code 10 · EIN 39-1512278 | Accounting | $271,826 |
BENESYS, INC.10+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $149,148 |
BLAKE & UHLIG, P.A.10+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 | Legal | $91,314 |
O'DONNELL FICENEC WILLS & FERDIG10+ years Filed as: O'DONNELL, FICENEC, WILLS & FERDIG Service code 10 · EIN 47-0387937 | Accounting | $51,619 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $42,950 |
INVESTMENT CONSULTING GROUP10+ years Service code 17 · EIN 47-1358707 | Pension Consulting | $34,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 3.18% | 10.08%-6.9pp | 8.99%-5.8pp | 8.88%-5.7pp |
| Employer contribution / active EE | $11,188 | $15,398-27.3% | $25,171-55.6% | $15,934-29.8% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |