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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 | Contract Administrator | $151,477 |
FIRST NATIONAL BANK OF OMAHA9+ years Service code 19 · EIN 47-0259043 | Securities Custodian | $102,693 |
PIONEER9+ years Filed as: PIONEER INSTITUTIONAL ASSET MGMT Service code 19 · EIN 43-2095408 | Securities Custodian | $89,348 |
BLAKE & UHLIG, P.A.9+ years Service code 29 · EIN 48-0918231 | Legal | $75,085 |
ASSET STRATEGY CONSULTANTS9+ years Filed as: ASSET CONSULTING GROUP, LLC Service code 27 · EIN 43-1512721 | Advisory (Plan) | $60,000 |
BENESYS, INC.9+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $40,708 |
DEBOER & ASSOCIATES, PC9+ years Service code 10 · EIN 47-0836395 | Accounting | $22,299 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 11.12% | 7.95%+3.2pp | 20.18%-9.1pp | 9.11%+2.0pp |
| Employer contribution / active EE | $6,877 | $14,684-53.2% | $29,108-76.4% | $12,231-43.8% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |