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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA1+ years Filed as: FIRST NATIONAL BANK Service code 20 · EIN 47-0259043 | Trustee (individual) | $242,718 |
BLAKE & UHLIG, P.A.1+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 | Legal | $172,130 |
DANA INVESTMENT ADVISORS1+ years Service code 10 · EIN 39-1512278 | Accounting | $125,391 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $94,985 |
BENESYS, INC.1+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $65,015 |
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: A & I BENEFIT PLAN ADMINISTRATOR IN Service code 14 · EIN 93-0446761 | Plan Administrator | $60,961 |
O'DONNELL FICENEC WILLS & FERDIG1+ years Filed as: O'DONNELL, FICENEC, WILLS & FERDIG Service code 10 · EIN 47-0387937 | Accounting | $32,491 |
INVESTMENT CONSULTING GROUP1+ years Service code 17 · EIN 47-1358707 | Pension Consulting | $27,600 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.23% | 3.49%-4.7pp | 4.16%-5.4pp | 7.18%-8.4pp |
| Employer contribution / active EE | $10,639 | $11,083-4.0% | $29,966-64.5% | $13,095-18.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |