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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA5+ years Filed as: FIRST NATIONAL BANK Service code 20 · EIN 47-0259043 | Recordkeeping fees; Trustee (individu... | $262,457 |
DANA INVESTMENT ADVISORS5+ years Service code 10 · EIN 39-1512278 | Accounting | $177,489 |
BENESYS, INC.5+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $132,600 |
BLAKE & UHLIG, P.A.5+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 | Legal | $66,324 |
O'DONNELL FICENEC WILLS & FERDIG5+ years Filed as: O'DONNELL, FICENEC, WILLS & FERDIG Service code 10 · EIN 47-0387937 | Accounting | $63,231 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $48,995 |
INVESTMENT CONSULTING GROUP5+ 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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -5.44% | 6.82%-12.3pp | 8.01%-13.4pp | 12.86%-18.3pp |
| Employer contribution / active EE | $10,339 | $12,695-18.6% | $29,476-64.9% | $13,687-24.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |