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 BARNEY2 years Filed as: MORGAN STANLEY Service code 15 · EIN 11-2418191 13625 CALIFORNIA STREET · OMAHA, NE 68103 | Recordkeeping | $176,295 |
BLACKROCK5+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 95-4766779 PO BOX 9074 · PRINCETON, NJ 08543 | Investment Management | $103,966 |
FIDUCIARY MANAGEMENT, INC.5+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $91,510 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 47-0675641 1120 S 101ST ST STE 400 · OMAHA, NE 68124 | Actuarial | $65,351 |
LARRY MURRAY5+ years Service code 14 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Plan Administrator | $54,940 |
CHRIS MCDANIEL5+ years Filed as: CHRIS CLAWSON Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $41,824 |
ISSI5+ years Service code 49 · EIN 23-2182079 ROUTE 70 CUTHBERT BLVD · CHERRY HILL, NJ 08002 | Other Services | $38,778 |
DEBOER & ASSOCIATES, PC5+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST. STE. 100 · OMAHA, NE 68130 | Accounting | $32,107 |
LISA LINDAUER4 years Filed as: LISA NOVAK Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $30,574 |
MCMORGAN & COMPANY LLC5+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 1248 O STREET · LINCOLN, NE 68508 | Investment Management | $25,312 |
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 17.10% | 10.27%+6.8pp | 10.56%+6.5pp | 53.27%-36.2pp |
| Employer contribution / active EE | $8,032 | $12,273-34.6% | $30,197-73.4% | $14,774-45.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |