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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 19 · EIN 11-2418191 13625 CALIFORNIA STREET · OMAHA, NE 68103 | Securities Custodian | $143,882 |
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $116,967 |
BLACKROCK3+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT,LLC Service code 51 · EIN 95-4766779 PO BOX 9074 · PRINCETON, NJ 08543 | Investment Mgmt Fees | $98,566 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 47-0675641 1120 S 101ST ST STE 400 · OMAHA, NE 68124 | Actuarial | $60,568 |
LARRY MURRAY3+ years Service code 14 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Plan Administrator | $50,127 |
DAWN BABUSKOW3+ years Filed as: DAWN HELMS Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $39,724 |
CHRIS MCDANIEL3+ years Filed as: CHRIS CLAWSON Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $38,788 |
ISSI3+ years Service code 49 · EIN 23-2182079 ROUTE 70 CUTHBERT BLVD · CHERRY HILL, NJ 08002 | Other Services | $32,101 |
RENAISSANCE3+ years Filed as: RENAISSANCE INTERNATIONAL Service code 28 · EIN 31-1448100 50 EAST RIVERCENTER BLVD · COVINGTON, KY 41011 | Investment Management | $31,825 |
MCMORGAN & COMPANY LLC3+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 1248 O STREET · LINCOLN, NE 68508 | Investment Management | $29,611 |
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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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 11.85% | 12.52%-0.7pp | 9.39%+2.5pp | 23.90%-12.0pp |
| Employer contribution / active EE | $6,763 | $13,977-51.6% | $33,466-79.8% | $16,539-59.1% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |