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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 | $59,402+38.3% | $93,654-12.3% | $74,546+10.2% |
| Participation rate | 66.7% | 59.7%+7.0pp | 68.7%-2.1pp | 67.2%-0.5pp |
| Annual return | 17.68% | 81.86%-64.2pp | 133.34%-115.7pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $2,127 | $1,265+68.2% | $2,421-12.1% | $2,624-18.9% |
| Participant deferral / active EE | $4,304 | $3,049+41.2% | $4,413-2.5% | $4,347-1.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |