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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $10,268 |
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,450 |
MOIS3+ years Service code 61 | Finders' fees / placement fees | $879 |
DAVID ROMANO3+ years Filed as: DAVID PIEPER Service code 61 MOIS · OMAHA, NE 68175 | Finders' fees / placement fees | $0 |
UNITED OF OMAHA3+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,202 | $46,173-62.7% | $170,439-89.9% | $69,631-75.3% |
| Participation rate | 39.0% | 63.9%-24.9pp | 83.6%-44.6pp | 70.7%-31.7pp |
| Annual return | 51.12% | 21.62%+29.5pp | 205.94%-154.8pp | 27571.02%-27519.9pp |
| Employer contribution / active EE | $12 | $1,610-99.3% | $5,433-99.8% | $2,032-99.4% |
| Participant deferral / active EE | $864 | $2,080-58.5% | $4,939-82.5% | $3,224-73.2% |
| Admin fee / account holder | $66 | $116-42.9% | $13,881-99.5% | $110-40.0% |