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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA6+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $8,341 |
STADION MONEY MANAGEMENT3 years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $7,173 |
UNITED OF OMAHA6+ 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 | $6,158 | $55,636-88.9% | $81,991-92.5% | $73,493-91.6% |
| Participation rate | 61.6% | 62.3%-0.7pp | 69.3%-7.7pp | 70.7%-9.1pp |
| Annual return | 9.64% | 19.07%-9.4pp | 41.31%-31.7pp | 28.51%-18.9pp |
| Employer contribution / active EE | $2,854 | $1,625+75.7% | $2,498+14.2% | $2,270+25.7% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $66 | $493-86.6% | $5,665-98.8% | $513-87.1% |