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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 15 · EIN 11-2418191 13625 CALIFORNIA STREET · OMAHA, NE 68103 | Recordkeeping | $124,092 |
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $102,308 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 47-0675641 1120 S 101ST ST STE 400 · OMAHA, NE 68124 | Actuarial | $98,357 |
BLACKROCK2+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 95-4766779 PO BOX 9074 · PRINCETON, NJ 08543 | Investment Management | $92,674 |
LARRY MURRAY2+ years Service code 14 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Plan Administrator | $49,813 |
RENAISSANCE2+ years Filed as: RENAISSANCE INTERNATIONAL Service code 28 · EIN 31-1448100 50 EAST RIVERCENTER BLVD · COVINGTON, KY 41011 | Investment Management | $41,737 |
DAWN BABUSKOW2+ years Filed as: DAWN HELMS Service code 30 · EIN 47-0469477 10334 ELISON CIR · OMAHA, NE 68134 | Employee (plan) | $38,110 |
CHRIS MCDANIEL2+ years Filed as: CHRIS CLAWSON Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $37,200 |
ISSI2+ years Service code 49 · EIN 23-2182079 ROUTE 70 CUTHBERT BLVD · CHERRY HILL, NJ 08002 | Other Services | $32,715 |
DEBOER & ASSOCIATES, PC2+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST. STE. 100 · OMAHA, NE 68130 | Accounting | $30,275 |
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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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 8.84% | 4.82%+4.0pp | 3.97%+4.9pp | 7.18%+1.7pp |
| Employer contribution / active EE | $6,176 | $12,725-51.5% | $28,168-78.1% | $13,095-52.8% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |