Filed June 29, 2023
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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA5+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $48,746 |
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 | $128,458 | $98,982+29.8% | $162,163-20.8% | $65,185+97.1% |
| Participation rate | 93.2% | 85.8%+7.4pp | 87.6%+5.6pp | 70.2%+23.0pp |
| Annual return | 22.89% | 24.84%-1.9pp | 115.59%-92.7pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,937 | $3,467-44.1% | $5,614-65.5% | $2,177-11.0% |
| Participant deferral / active EE | $7,121 | $5,384+32.3% | $7,298-2.4% | $3,514+102.7% |
| Admin fee / account holder | $297 | $596-50.2% | $10,843-97.3% | $847-64.9% |