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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA6 years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $15,781 |
ASCENSUS LLC1 year Service code 49 200 DRYDEN RD · DRESHER, PA 19025 | Other Services | $9,166 |
Filed as: BENEFIT PLANS, INC Service code 13 16924 FRANCES ST, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $4,440 |
Filed as: MESIROW Service code 99 · EIN 36-3194849 353 N CLARK ST · CHICAGO, IL 60654 | Other Fees | $2,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,165 | $59,448+38.2% | $93,696-12.3% | $74,459+10.3% |
| Participation rate | 66.7% | 59.6%+7.0pp | 68.7%-2.1pp | 67.2%-0.6pp |
| Annual return | 17.68% | 82.11%-64.4pp | 133.74%-116.1pp | 1369.70%-1352.0pp |
| Employer contribution / active EE | $2,127 | $1,266+68.0% | $2,422-12.2% | $2,626-19.0% |
| Participant deferral / active EE | $4,304 | $3,052+41.0% | $4,417-2.6% | $4,350-1.1% |
| Admin fee / account holder | $0 | $3,027-100.0% | $8,287-100.0% | $1,945-100.0% |