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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3 years Filed as: STADION MONEY MANAGMENT Service code 26 · EIN 58-2099805 | Advisory (Participants) | $8,030 |
CUKIERSKI AND KOWAL LLC1 year Filed as: CUKIERSKI & COCHRANE LLC Service code 10 · EIN 36-4239322 | Accounting | $6,500 |
UNITED OF OMAHA4+ years Service code 37 · EIN 47-0322111 | Loan Processing | $850 |
UNITED OF OMAHA4+ 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 | $21,579 | $32,117-32.8% | $71,089-69.6% | $64,173-66.4% |
| Participation rate | 60.7% | 42.7%+18.0pp | 54.6%+6.0pp | 69.6%-8.9pp |
| Annual return | -6.87% | -5.57%-1.3pp | 650.65%-657.5pp | 7.63%-14.5pp |
| Employer contribution / active EE | $234 | $712-67.1% | $1,088-78.5% | $2,381-90.2% |
| Participant deferral / active EE | $1,085 | $1,263-14.1% | $1,873-42.1% | $3,470-68.7% |
| Admin fee / account holder | $226 | $2,759-91.8% | $3,082-92.7% | $4,887-95.4% |