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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 15 · EIN 11-2418191 13625 CALIFORNIA STREET · OMAHA, NE 68103 | Recordkeeping | $128,474 |
BLACKROCK1+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 95-4766779 PO BOX 9074 · PRINCETON, NJ 08543 | Investment Management | $112,366 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $102,032 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 47-0675641 1120 S 101ST ST STE 400 · OMAHA, NE 68124 | Actuarial | $59,976 |
LARRY MURRAY1+ years Service code 14 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Plan Administrator | $47,444 |
RENAISSANCE1+ years Filed as: RENAISSANCE INTERNATIONAL Service code 28 · EIN 31-1448100 50 EAST RIVERCENTER BLVD · COVINGTON, KY 41011 | Investment Management | $44,331 |
DAWN BABUSKOW1+ years Filed as: DAWN HELMS Service code 30 · EIN 47-0469477 10334 ELISON CIR · OMAHA, NE 68134 | Employee (plan) | $36,515 |
CHRIS MCDANIEL1+ years Filed as: CHRIS CLAWSON Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $35,892 |
ISSI1+ years Service code 49 · EIN 23-2182079 ROUTE 70 CUTHBERT BLVD · CHERRY HILL, NJ 08002 | Other Services | $30,026 |
YOUNG & WHITE1+ years Service code 29 · EIN 47-0493529 8742 FREDERICK STREET · OMAHA, NE 68124 | Legal | $29,682 |
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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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -2.08% | -0.74%-1.3pp | -1.08%-1.0pp | -0.60%-1.5pp |
| Employer contribution / active EE | $6,318 | $12,555-49.7% | $35,779-82.3% | $12,272-48.5% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |