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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $9,589 |
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $6,301 |
UNITED OF OMAHA5+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,345 | $47,922-88.8% | $75,894-93.0% | $65,185-91.8% |
| Participation rate | 55.6% | 63.0%-7.4pp | 69.3%-13.7pp | 70.2%-14.6pp |
| Annual return | 11.36% | 24.12%-12.8pp | 30.76%-19.4pp | 29.38%-18.0pp |
| Employer contribution / active EE | $1,493 | $1,557-4.1% | $2,501-40.3% | $2,177-31.4% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $83 | $532-84.4% | $5,420-98.5% | $847-90.2% |