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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $141,369 |
FIRST NATIONAL BANK OF OMAHA6+ years Service code 19 · EIN 47-0259043 | Securities Custodian | $115,260 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: INTECH Service code 51 · EIN 20-0055652 | Investment Mgmt Fees | $92,065 |
BLAKE & UHLIG, P.A.6+ years Service code 29 · EIN 48-0918231 | Legal | $60,577 |
PIONEER6+ years Filed as: PIONEER INSTITUTIONAL ASSET MGMT Service code 19 · EIN 43-2095408 | Securities Custodian | $49,359 |
ASSET STRATEGY CONSULTANTS6+ years Filed as: ASSET CONSULTING GROUP, LLC Service code 27 · EIN 43-1512721 | Advisory (Plan) | $45,000 |
DEBOER & ASSOCIATES, PC6+ years Service code 10 · EIN 47-0836395 | Accounting | $37,479 |
BENESYS, INC.6+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $33,600 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 10.47% | 6.82%+3.6pp | 8.01%+2.5pp | 12.86%-2.4pp |
| Employer contribution / active EE | $6,764 | $12,695-46.7% | $29,476-77.1% | $13,687-50.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |