Filed June 29, 2023
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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA3+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $52,240 |
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 | $142,485 | $89,739+58.8% | $149,718-4.8% | $62,292+128.7% |
| Participation rate | 95.2% | 85.1%+10.1pp | 87.1%+8.1pp | 69.5%+25.6pp |
| Annual return | 17.43% | 21.01%-3.6pp | 1501.63%-1484.2pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,310 | $3,233-59.5% | $5,445-75.9% | $2,042-35.9% |
| Participant deferral / active EE | $6,369 | $4,797+32.8% | $6,569-3.0% | $3,169+101.0% |
| Admin fee / account holder | $358 | $551-35.1% | $11,283-96.8% | $479-25.4% |