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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY - SMITH BARNEY Service code 15 · EIN 20-8764829 800 EAST 96 ST., STE 400 · INDIANAPOLIS, IN 46240 | Recordkeeping | $338,207 |
FIDUCIARY MANAGEMENT, INC.8+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $146,865 |
BLACKROCK2 years Service code 28 · EIN 95-4766779 | Investment Management | $110,574 |
LARRY MURRAY8+ years Service code 14 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Plan Administrator | $62,636 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 11 · EIN 47-0675641 71 S WACKER DR 31ST FLOOR · CHICAGO, IL 60606 | Actuarial | $58,354 |
ISSI8+ years Service code 15 · EIN 23-2182079 3000 SOUTH LENOLA RD · MAPLE SHADE, NJ 08052 | Recordkeeping | $49,870 |
LISA LINDAUER7 years Filed as: LISA NOVAK Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $42,412 |
PAT FLYNN3 years Filed as: PAT ELLIOTT Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $38,464 |
CHRIS MCDANIEL8+ years Filed as: CHRIS CLAWSON Service code 30 · EIN 47-0469477 10334 ELLISON CIR · OMAHA, NE 68134 | Employee (plan) | $36,275 |
DEBOER & ASSOCIATES, PC8+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST. STE. 100 · OMAHA, NE 68130 | Accounting | $28,325 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -12.57% | -8.26%-4.3pp | -5.85%-6.7pp | 2.77%-15.3pp |
| Employer contribution / active EE | $9,115 | $12,543-27.3% | $31,839-71.4% | $15,262-40.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |