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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY - SMITH BARNEY Service code 15 · EIN 11-3658445 800 EAST 96 ST., STE 400 · INDIANAPOLIS, IN 46240 | Recordkeeping | $406,926 |
Filed as: BRIDGEWAY Service code 15 · EIN 52-1796473 3000 SOUTH LENOLA RD · MAPLE SHADE, NJ 08052 | Recordkeeping | $111,705 |
LARRY MURRAY11+ years Service code 14 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Plan Administrator | $74,365 |
FIDUCIARY MANAGEMENT, INC.11+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $71,553 |
BLACKROCK5 years Service code 28 · EIN 95-4766779 | Investment Management | $53,210 |
IRENE DOMAGALA3 years Filed as: IRENE MARQUEZ Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $51,903 |
MILLIMAN, INC.11+ years Filed as: MILLIMAN Service code 11 · EIN 47-0675641 71 S WACKER DR 31ST FLOOR · CHICAGO, IL 60606 | Actuarial | $47,648 |
SYDNEY BARTON3 years Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $46,908 |
TRACEY PRIEFERT1 year Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $41,948 |
DEBOER & ASSOCIATES, PC11+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST. STE. 100 · OMAHA, NE 68130 | Accounting | $41,735 |
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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 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 13.65% | 9.12%+4.5pp | 9.57%+4.1pp | 10.77%+2.9pp |
| Employer contribution / active EE | $10,982 | $14,150-22.4% | $26,706-58.9% | $15,292-28.2% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |