Plans » Benchmarking Engine
Benchmarking Nebraska Orthopaedic Hospital Retirement Savings Plan in Omaha, NE against
good (3)
neutral (8)
Nebraska Orthopaedic Hospital Retirement Savings Plan in Omaha, NE has the 7th-lowest total administrative expense ratio (0.130%) among the 37 plans in Omaha, NE that provide for automatic enrollment. That 0.130% compares to an average of 0.340% across those 37 plans.
Beating the average of 0.340% means a savings of $61,752 in total administrative expenses.
Note: total administrative expense ratio =
(100 * total administrative expenses) ÷ total assets
Nebraska Orthopaedic Hospital Retirement Savings Plan has these standings among those 37 peer plans:
Beating the average of 0.340% means a savings of $61,752 in total administrative expenses.
Note: total administrative expense ratio =
(100 * total administrative expenses) ÷ total assets
Nebraska Orthopaedic Hospital Retirement Savings Plan has these standings among those 37 peer plans:
- total administrative expense ratio = 0.130% (7th-lowest)
- total administrative expenses = $39,466 (13th-lowest)
- total assets = $30,010,808 (9th-most)
- provide for automatic enrollment. 401(k) plan or 403(b) plan that provides for automatic enrollment in a plan that has elective contributions deducted from payroll. Feature code 2S within Line 8a of Form 5500. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in city. Values were kept only if they occurred at least 20 times. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- total administrative expense ratio. Lower values are better. Total administrative expense ratio (as a percentage) equals total administrative expenses (Line 2i(5), Schedule H) divided by total assets (end of plan year; Line 1f(b) from Schedule H), times 100. To qualify for total administrative expense ratio, the number of total assets must be at least $50,000. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
Nebraska Orthopaedic Hospital Retirement Savings Plan in Omaha, NE is in Omaha, NE, its EIN is 470845237, its industry group is Hospitals, its plan administrator is Jeremy Warren, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, provides participant-directed brokerage accounts as investment options, is a single-employer plan, its business code is 622000, has 500 to 999 total participants, and is worse than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, and employer contributions per active participant (4 total).
Global References
Numeric values:
- total assets ($30,010,808)
- net assets (assets minus liabilities) ($30.00M)
- total assets at beginning of plan year ($26,709,092)
- value of interest in common/collective trusts ($23,372,125)
- total income ($6,866,142)
- value of interest in registered investment companies (e.g., mutual funds) ($6.20M)
- total expenses ($3,564,426)
- earnings on investments ($3,539,004)
- net earnings on investments ($3,539,004)
- total contributions ($3,311,139)
- net income ($3,301,716)
- cash contributions from participants ($2,032,460)
- cash contributions from employers ($981,955)
- participant loans ($295,717)
- other general investments ($144,034)
- average account balance ($52,284)
- contract administrator fees ($39,466)
- total administrative expenses ($39,466)
- net income per total participant ($5,752)
- average participant cash contribution per active participant ($4,123)
- average employer cash contribution per active participant ($1,992)
- total administrative expense per participant ($68.76)
- total noninterest-bearing cash ($0)
- receivables employer contributions ($0)
- receivables participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (85.9%)
- diversity of asset types (18.6%)
- yield on beginning-of-plan-year total assets (13.25%)
- participant loans as a percentage of plan assets (0.99%)
- total administrative expense ratio (0.130%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (493)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (574)
- other retired or separated participants entitled to future benefits (79)
- retired or separated participants receiving benefits (2)
- total participants (574)
Global References