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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA2 years Service code 15 · EIN 47-0259043 | Recordkeeping | $24,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,329 | $66,650-84.5% | $92,915-88.9% | $67,582-84.7% |
| Participation rate | 46.3% | 72.5%-26.2pp | 76.0%-29.7pp | 71.3%-25.0pp |
| Annual return | 27.36% | 92.64%-65.3pp | 109.45%-82.1pp | 378.57%-351.2pp |
| Employer contribution / active EE | $1,995 | $2,777-28.1% | $3,653-45.4% | $2,148-7.1% |
| Participant deferral / active EE | $599 | $3,160-81.1% | $4,238-85.9% | $3,539-83.1% |
| Admin fee / account holder | $123 | $199-38.0% | $5,796-97.9% | $142-13.3% |