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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 15 · EIN 11-2418191 13625 CALIFORNIA STREET · OMAHA, NE 68103 | Recordkeeping | $186,008 |
FIDUCIARY MANAGEMENT, INC.4+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $124,106 |
BLACKROCK4+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 95-4766779 PO BOX 9074 · PRINCETON, NJ 08543 | Investment Management | $105,097 |
LARRY MURRAY4+ years Service code 14 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Plan Administrator | $53,501 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 47-0675641 1120 S 101ST ST STE 400 · OMAHA, NE 68124 | Actuarial | $49,488 |
CHRIS MCDANIEL4+ years Filed as: CHRIS CLAWSON Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $40,792 |
ISSI4+ years Service code 49 · EIN 23-2182079 ROUTE 70 CUTHBERT BLVD · CHERRY HILL, NJ 08002 | Other Services | $36,932 |
LISA LINDAUER3 years Filed as: LISA NOVAK Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $29,820 |
DEBOER & ASSOCIATES, PC4+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST. STE. 100 · OMAHA, NE 68130 | Accounting | $29,435 |
MCMORGAN & COMPANY LLC4+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 1248 O STREET · LINCOLN, NE 68508 | Investment Management | $23,915 |
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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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -6.40% | -1.84%-4.6pp | -0.67%-5.7pp | 0.19%-6.6pp |
| Employer contribution / active EE | $7,458 | $15,717-52.5% | $31,731-76.5% | $13,763-45.8% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |