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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 | Contract Administrator | $126,635 |
PIONEER10+ years Filed as: PIONEER INSTITUTIONAL ASSET MGMT Service code 19 · EIN 43-2095408 | Securities Custodian | $107,629 |
FIRST NATIONAL BANK OF OMAHA10+ years Service code 19 · EIN 47-0259043 | Securities Custodian | $105,944 |
BLAKE & UHLIG, P.A.10+ years Service code 29 · EIN 48-0918231 | Legal | $68,660 |
ASSET STRATEGY CONSULTANTS10+ years Filed as: ASSET CONSULTING GROUP, LLC Service code 27 · EIN 43-1512721 | Advisory (Plan) | $60,000 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $45,067 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 | Accounting | $27,155 |
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Employer contribution per participant 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.95% | 10.33%-0.4pp | 8.10%+1.9pp | 9.30%+0.6pp |
| Employer contribution / active EE | $6,721 | $14,972-55.1% | $28,649-76.5% | $12,551-46.4% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |