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 |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $145,800 |
FIRST NATIONAL BANK OF OMAHA1+ years Service code 19 · EIN 47-0259043 | Securities Custodian | $105,755 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 51 · EIN 20-0055652 | Investment Mgmt Fees | $67,961 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $36,560 |
ASSET STRATEGY CONSULTANTS1+ years Filed as: ASSET CONSULTING GROUP, LLC Service code 27 · EIN 43-1512721 | Advisory (Plan) | $35,000 |
BLAKE & UHLIG, P.A.1+ years Service code 29 · EIN 48-0918231 | Legal | $33,811 |
DEBOER & ASSOCIATES, PC1+ years Service code 10 · EIN 47-0836395 | Accounting | $25,780 |
PIONEER1+ years Filed as: PIONEER INSTITUTIONAL ASSET MGMT Service code 51 · EIN 43-2095408 | Investment Mgmt Fees | $18,616 |
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 0.97% | -0.09%+1.1pp | -0.81%+1.8pp | 1.67%-0.7pp |
| Employer contribution / active EE | $6,079 | $11,440-46.9% | $38,425-84.2% | $10,506-42.1% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |