Filed January 30, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 28 · EIN 47-6132655 | Investment Management | $168,142 |
FIRST NATIONAL BANK OF OMAHA1+ years Filed as: FIRST NATIONAL BANK OMAHA Service code 19 · EIN 47-0259043 | Securities Custodian | $45,019 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $0 | $219,333-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | 0.64% | 3.11%-2.5pp | -2.01%+2.6pp | 3.11%-2.5pp |
| Employer contribution / active EE | $2,647 | $9,361-71.7% | $34,453-92.3% | $9,361-71.7% |
| Participant deferral / active EE | $0 | $375-100.0% | $34-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $5,362-100.0% | - |