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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA8+ years Filed as: FIRST NATIONAL BANK Service code 20 · EIN 47-0259043 | Recordkeeping fees; Investment manage... | $339,548 |
DANA INVESTMENT ADVISORS8+ years Service code 10 · EIN 39-1512278 | Accounting | $204,439 |
BENESYS, INC.8+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $142,698 |
BLAKE & UHLIG, P.A.8+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 | Legal | $102,812 |
O'DONNELL FICENEC WILLS & FERDIG8+ years Filed as: O'DONNELL, FICENEC, WILLS & FERDIG Service code 10 · EIN 47-0387937 | Accounting | $61,396 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $45,267 |
INVESTMENT CONSULTING GROUP8+ years Service code 17 · EIN 47-1358707 | Pension Consulting | $30,800 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -6.75% | 7.95%-14.7pp | 20.18%-26.9pp | 9.11%-15.9pp |
| Employer contribution / active EE | $10,957 | $14,684-25.4% | $29,108-62.4% | $12,231-10.4% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |