Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY - SMITH BARNEY Service code 15 · EIN 11-3658445 800 EAST 96 ST., STE 400 · INDIANAPOLIS, IN 46240 | Recordkeeping | $396,818 |
FIDUCIARY MANAGEMENT, INC.10+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $76,663 |
LARRY MURRAY10+ years Service code 14 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Plan Administrator | $72,414 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 47-0675641 71 S WACKER DR 31ST FLOOR · CHICAGO, IL 60606 | Actuarial | $59,881 |
Filed as: BRIDGEWAY Service code 15 · EIN 23-2182079 3000 SOUTH LENOLA RD · MAPLE SHADE, NJ 08052 | Recordkeeping | $56,927 |
IRENE DOMAGALA2 years Filed as: IRENE MARQUEZ Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $49,777 |
SYDNEY BARTON2 years Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $49,777 |
BLACKROCK4 years Service code 28 · EIN 95-4766779 | Investment Management | $48,031 |
PAT FLYNN5 years Filed as: PAT ELLIOTT Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $43,746 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST. STE. 100 · OMAHA, NE 68130 | Accounting | $33,083 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.48% | 11.08%-1.6pp | 8.10%+1.4pp | 8.76%+0.7pp |
| Employer contribution / active EE | $9,841 | $13,910-29.3% | $28,649-65.6% | $16,650-40.9% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |