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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $117,217 |
FIRST NATIONAL BANK OF OMAHA7+ years Service code 19 · EIN 47-0259043 | Securities Custodian | $115,616 |
PIONEER7+ years Filed as: PIONEER INSTITUTIONAL ASSET MGMT Service code 19 · EIN 43-2095408 | Securities Custodian | $73,610 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: INTECH Service code 51 · EIN 20-0055652 | Investment Mgmt Fees | $73,463 |
BLAKE & UHLIG, P.A.7+ years Service code 29 · EIN 48-0918231 | Legal | $56,038 |
ASSET STRATEGY CONSULTANTS7+ years Filed as: ASSET CONSULTING GROUP, LLC Service code 27 · EIN 43-1512721 | Advisory (Plan) | $45,000 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $36,700 |
DEBOER & ASSOCIATES, PC7+ years Service code 10 · EIN 47-0836395 | Accounting | $23,719 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 12.08% | 19.37%-7.3pp | 11.08%+1.0pp | 15.63%-3.6pp |
| Employer contribution / active EE | $6,597 | $13,107-49.7% | $28,418-76.8% | $11,476-42.5% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |