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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA6+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $60,291 |
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 | $21,724 | $52,293-58.5% | $178,499-87.8% | $73,412-70.4% |
| Participation rate | 88.1% | 65.3%+22.8pp | 81.9%+6.2pp | 72.2%+15.9pp |
| Annual return | 16.14% | 34.75%-18.6pp | 151.10%-135.0pp | 59.30%-43.2pp |
| Employer contribution / active EE | $1,417 | $1,735-18.3% | $5,011-71.7% | $2,234-36.6% |
| Participant deferral / active EE | $2,553 | $2,332+9.5% | $5,202-50.9% | $3,806-32.9% |
| Admin fee / account holder | $92 | $127-27.5% | $13,986-99.3% | $158-41.5% |