Filed June 29, 2023
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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA2+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $48,784 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,805 | $74,089+88.7% | $133,980+4.3% | $55,167+153.4% |
| Participation rate | 96.2% | 84.3%+11.9pp | 87.1%+9.1pp | 69.0%+27.2pp |
| Annual return | 8.92% | 12.11%-3.2pp | 29.30%-20.4pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,068 | $3,064-65.1% | $5,211-79.5% | $1,963-45.6% |
| Participant deferral / active EE | $6,359 | $4,678+35.9% | $6,282+1.2% | $3,054+108.2% |
| Admin fee / account holder | $375 | $458-18.1% | $9,324-96.0% | $504-25.5% |