Filed June 29, 2023
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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA4+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $47,025 |
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 | $109,010 | $79,523+37.1% | $140,016-22.1% | $56,287+93.7% |
| Participation rate | 95.7% | 85.7%+9.9pp | 87.5%+8.2pp | 69.9%+25.8pp |
| Annual return | -4.84% | 2.39%-7.2pp | 651.12%-656.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,800 | $3,350-46.3% | $5,606-67.9% | $2,111-14.7% |
| Participant deferral / active EE | $6,604 | $5,129+28.8% | $6,927-4.7% | $3,350+97.2% |
| Admin fee / account holder | $284 | $614-53.8% | $10,705-97.3% | $521-45.5% |