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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1 year Filed as: STADION MONEY MANAGMENT Service code 26 · EIN 58-2099805 | Advisory (Participants) | $7,367 |
CUKIERSKI AND KOWAL LLC2+ years Service code 10 · EIN 36-4239322 | Accounting | $5,800 |
UNITED OF OMAHA2+ years Service code 37 · EIN 47-0322111 | Loan Processing | $1,225 |
UNITED OF OMAHA2+ 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).
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 | $18,561 | $25,723-27.8% | $69,182-73.2% | $55,167-66.4% |
| Participation rate | 42.2% | 39.4%+2.7pp | 55.1%-12.9pp | 69.0%-26.8pp |
| Annual return | 5.04% | 9.56%-4.5pp | -21.93%+27.0pp | 169.23%-164.2pp |
| Employer contribution / active EE | $88 | $480-81.6% | $1,206-92.7% | $1,963-95.5% |
| Participant deferral / active EE | $391 | $963-59.4% | $1,897-79.4% | $3,054-87.2% |
| Admin fee / account holder | $203 | $365-44.4% | $2,697-92.5% | $504-59.8% |