Filed April 25, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $20,567 |
UNITED OF OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,025 |
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.
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 | $41,295 | $72,770-43.3% | $67,652-39.0% | $55,191-25.2% |
| Participation rate | 40.8% | 78.8%-38.0pp | 75.7%-34.8pp | 69.2%-28.3pp |
| Annual return | 0.03% | -3.26%+3.3pp | 6625.40%-6625.4pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,000 | $1,769-43.5% | $2,266-55.9% | $1,899-47.4% |
| Participant deferral / active EE | $2,419 | $3,408-29.0% | $3,560-32.0% | $3,046-20.6% |
| Admin fee / account holder | $126 | $79+60.2% | $4,821-97.4% | $91+39.1% |