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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 14301 FNB PARKWAY · OMAHA, NE 68154 | Advisory (Participants) | $17,517 |
Filed as: RETIREMENT PLAN CONSULTANT Service code 15 125 S 4TH STREET · NORFOLK, NE 68702 | Recordkeeping | $13,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,075 | $52,961-13.0% | $172,752-73.3% | $65,185-29.3% |
| Participation rate | 42.0% | 66.2%-24.2pp | 82.6%-40.7pp | 70.2%-28.2pp |
| Annual return | 21.64% | 30.12%-8.5pp | 802.97%-781.3pp | 29.38%-7.7pp |
| Employer contribution / active EE | $20 | $2,190-99.1% | $5,144-99.6% | $2,177-99.1% |
| Participant deferral / active EE | $1,056 | $2,471-57.3% | $5,198-79.7% | $3,514-70.0% |
| Admin fee / account holder | $348 | $472-26.3% | $13,955-97.5% | $847-59.0% |