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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA2+ years Filed as: FIRST NATIONAL BANK Service code 20 · EIN 47-0259043 | Trustee (individual); Investment mana... | $251,343 |
BENESYS, INC.2+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $139,234 |
DANA INVESTMENT ADVISORS2+ years Service code 10 · EIN 39-1512278 | Accounting | $119,479 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $112,187 |
BLAKE & UHLIG, P.A.2+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 | Legal | $110,922 |
O'DONNELL FICENEC WILLS & FERDIG2+ years Filed as: O'DONNELL, FICENEC, WILLS & FERDIG Service code 10 · EIN 47-0387937 | Accounting | $43,955 |
INVESTMENT CONSULTING GROUP2+ years Service code 17 · EIN 47-1358707 | Pension Consulting | $25,709 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.79% | 11.78%-2.0pp | 8.32%+1.5pp | 23.90%-14.1pp |
| Employer contribution / active EE | $11,301 | $11,309-0.1% | $30,793-63.3% | $16,539-31.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |