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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $145,800 |
FIRST NATIONAL BANK OF OMAHA4+ years Service code 19 · EIN 47-0259043 | Securities Custodian | $105,115 |
BLAKE & UHLIG, P.A.4+ years Service code 29 · EIN 48-0918231 | Legal | $72,899 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: INTECH Service code 51 · EIN 20-0055652 | Investment Mgmt Fees | $71,730 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $38,300 |
PIONEER4+ years Filed as: PIONEER INSTITUTIONAL ASSET MGMT Service code 19 · EIN 43-2095408 | Securities Custodian | $36,761 |
ASSET STRATEGY CONSULTANTS4+ years Filed as: ASSET CONSULTING GROUP, LLC Service code 27 · EIN 43-1512721 | Advisory (Plan) | $35,000 |
DEBOER & ASSOCIATES, PC4+ years Service code 10 · EIN 47-0836395 | Accounting | $27,595 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -2.74% | -0.94%-1.8pp | -2.18%-0.6pp | 33.37%-36.1pp |
| Employer contribution / active EE | $7,200 | $12,464-42.2% | $38,751-81.4% | $11,253-36.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |