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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA6+ years Filed as: FIRST NATIONAL BANK Service code 20 · EIN 47-0259043 | Recordkeeping fees; Investment manage... | $424,922 |
DANA INVESTMENT ADVISORS6+ years Service code 10 · EIN 39-1512278 | Accounting | $186,072 |
BENESYS, INC.6+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $132,600 |
O'DONNELL FICENEC WILLS & FERDIG6+ years Filed as: O'DONNELL, FICENEC, WILLS & FERDIG Service code 10 · EIN 47-0387937 | Accounting | $53,423 |
BLAKE & UHLIG, P.A.6+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 | Legal | $45,171 |
BENESYS, INC.6+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $32,050 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 36.51% | 19.37%+17.1pp | 11.08%+25.4pp | 15.63%+20.9pp |
| Employer contribution / active EE | $10,470 | $13,107-20.1% | $28,418-63.2% | $11,476-8.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |