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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $145,800 |
FIRST NATIONAL BANK OF OMAHA3+ years Service code 28 · EIN 47-0259043 | Investment Management | $113,108 |
BLAKE & UHLIG, P.A.3+ years Service code 29 · EIN 48-0918231 | Legal | $80,960 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: INTECH Service code 51 · EIN 20-0055652 | Investment Mgmt Fees | $76,116 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 17 · EIN 35-2156428 | Pension Consulting | $39,400 |
ASSET STRATEGY CONSULTANTS3+ years Filed as: ASSET CONSULTING GROUP, LLC Service code 27 · EIN 43-1512721 | Advisory (Plan) | $35,000 |
DEBOER & ASSOCIATES, PC3+ years Service code 10 · EIN 47-0836395 | Accounting | $22,278 |
PIONEER3+ years Filed as: PIONEER INSTITUTIONAL ASSET MGMT Service code 51 · EIN 43-2095408 | Investment Mgmt Fees | $21,208 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.76% | 12.92%-0.2pp | 10.36%+2.4pp | 17.84%-5.1pp |
| Employer contribution / active EE | $6,487 | $14,070-53.9% | $37,738-82.8% | $14,688-55.8% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |