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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA5+ years Service code 19 · EIN 47-0259043 | Securities Custodian | $108,079 |
Service code 13 · EIN 52-1590516 | Contract Administrator | $83,979 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: INTECH Service code 51 · EIN 20-0055652 | Investment Mgmt Fees | $75,987 |
BENESYS, INC.5+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $72,900 |
BLAKE & UHLIG, P.A.5+ years Service code 29 · EIN 48-0918231 | Legal | $59,631 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $43,150 |
PIONEER5+ years Filed as: PIONEER INSTITUTIONAL ASSET MGMT Service code 19 · EIN 43-2095408 | Securities Custodian | $42,910 |
ASSET STRATEGY CONSULTANTS5+ years Filed as: ASSET CONSULTING GROUP, LLC Service code 27 · EIN 43-1512721 | Advisory (Plan) | $35,000 |
DEBOER & ASSOCIATES, PC5+ years Service code 10 · EIN 47-0836395 | Accounting | $27,907 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 15.87% | 12.20%+3.7pp | 10.56%+5.3pp | 21.83%-6.0pp |
| Employer contribution / active EE | $7,200 | $12,801-43.8% | $30,199-76.2% | $12,237-41.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |