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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA4+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $61,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,048 | $37,196-54.2% | $154,108-88.9% | $55,725-69.4% |
| Participation rate | 69.2% | 64.1%+5.1pp | 83.0%-13.9pp | 70.9%-1.7pp |
| Annual return | -3.46% | 1319.68%-1323.1pp | 735.21%-738.7pp | 244.93%-248.4pp |
| Employer contribution / active EE | $846 | $1,614-47.6% | $5,298-84.0% | $2,078-59.3% |
| Participant deferral / active EE | $1,519 | $2,068-26.6% | $5,081-70.1% | $3,356-54.7% |
| Admin fee / account holder | $118 | $102+15.7% | $13,411-99.1% | $115+2.1% |