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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $13,348 |
MOIS1+ years Service code 61 | Finders' fees / placement fees | $3,559 |
UNITED OF OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,890 |
DAVID ROMANO1+ years Filed as: DAVID PIEPER Service code 61 MOIS · OMAHA, NE 68175 | Finders' fees / placement fees | $0 |
UNITED OF OMAHA1+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,979 | $37,117-65.0% | $147,614-91.2% | $55,191-76.5% |
| Participation rate | 35.3% | 63.6%-28.3pp | 84.6%-49.3pp | 69.2%-33.9pp |
| Annual return | -1.71% | 3.44%-5.2pp | 61.98%-63.7pp | 10.78%-12.5pp |
| Employer contribution / active EE | $69 | $1,620-95.7% | $5,564-98.8% | $1,899-96.4% |
| Participant deferral / active EE | $630 | $1,985-68.3% | $4,895-87.1% | $3,046-79.3% |
| Admin fee / account holder | $104 | $86+22.0% | $11,611-99.1% | $91+15.0% |