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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 15 · EIN 11-2418191 13625 CALIFORNIA STREET · OMAHA, NE 68103 | Recordkeeping | $169,995 |
FIDUCIARY MANAGEMENT, INC.6+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $148,962 |
BLACKROCK6+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 95-4766779 PO BOX 9074 · PRINCETON, NJ 08543 | Investment Management | $97,640 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 47-0675641 1120 S 101ST ST STE 400 · OMAHA, NE 68124 | Actuarial | $89,464 |
LARRY MURRAY6+ years Service code 14 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Plan Administrator | $57,636 |
CHRIS MCDANIEL6+ years Filed as: CHRIS CLAWSON Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $42,945 |
PAT FLYNN1 year Filed as: PAT ELLIOTT Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $40,709 |
ISSI6+ years Service code 15 · EIN 23-2182079 ROUTE 70 CUTHBERT BLVD · CHERRY HILL, NJ 08002 | Recordkeeping | $39,347 |
LISA LINDAUER5 years Filed as: LISA NOVAK Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $31,310 |
DEBOER & ASSOCIATES, PC6+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST. STE. 100 · OMAHA, NE 68130 | Accounting | $30,846 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 2.99% | 6.41%-3.4pp | 8.01%-5.0pp | 11.45%-8.5pp |
| Employer contribution / active EE | $8,250 | $11,592-28.8% | $29,475-72.0% | $17,219-52.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |