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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 | Contract Administrator | $135,665 |
FIRST NATIONAL BANK OF OMAHA8+ years Service code 19 · EIN 47-0259043 | Securities Custodian | $99,407 |
PIONEER8+ years Filed as: PIONEER INSTITUTIONAL ASSET MGMT Service code 19 · EIN 43-2095408 | Securities Custodian | $81,293 |
BLAKE & UHLIG, P.A.8+ years Service code 29 · EIN 48-0918231 | Legal | $60,360 |
ASSET STRATEGY CONSULTANTS8+ years Filed as: ASSET CONSULTING GROUP, LLC Service code 27 · EIN 43-1512721 | Advisory (Plan) | $45,000 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $44,600 |
DEBOER & ASSOCIATES, PC8+ years Service code 10 · EIN 47-0836395 | Accounting | $23,892 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.10% | -7.95%-3.1pp | -5.85%-5.3pp | 23.41%-34.5pp |
| Employer contribution / active EE | $6,692 | $13,972-52.1% | $31,839-79.0% | $12,650-47.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |