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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA4+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $10,217 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,107 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,042 | $49,280-89.8% | $67,313-92.5% | $64,173-92.1% |
| Participation rate | 67.3% | 60.8%+6.6pp | 69.1%-1.7pp | 69.6%-2.2pp |
| Annual return | -6.00% | -1.39%-4.6pp | -4.08%-1.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,599 | $1,668+235.6% | $2,566+118.2% | $2,381+135.2% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $85 | $3,863-97.8% | $4,507-98.1% | $4,887-98.3% |