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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA4+ years Filed as: FIRST NATIONAL BANK Service code 20 · EIN 47-0259043 | Trustee (individual); Recordkeeping f... | $283,257 |
DANA INVESTMENT ADVISORS4+ years Service code 10 · EIN 39-1512278 | Accounting | $157,582 |
BENESYS, INC.4+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $130,950 |
BLAKE & UHLIG, P.A.4+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 | Legal | $45,696 |
O'DONNELL FICENEC WILLS & FERDIG4+ years Filed as: O'DONNELL, FICENEC, WILLS & FERDIG Service code 10 · EIN 47-0387937 | Accounting | $39,337 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $38,183 |
INVESTMENT CONSULTING GROUP4+ years Service code 17 · EIN 47-1358707 | Pension Consulting | $27,600 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 2.48% | 10.27%-7.8pp | 10.56%-8.1pp | 53.27%-50.8pp |
| Employer contribution / active EE | $10,491 | $12,273-14.5% | $30,197-65.3% | $14,774-29.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |