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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA8+ years Service code 50 · EIN 47-0322111 | Direct Payment | $28,553 |
STADION MONEY MANAGEMENT5 years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $11,766 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,752 | $63,442-89.4% | $68,794-90.2% | $66,930-89.9% |
| Participation rate | 89.2% | 60.0%+29.2pp | 69.0%+20.2pp | 69.8%+19.4pp |
| Annual return | -16.91% | -8.29%-8.6pp | -6.37%-10.5pp | 1.57%-18.5pp |
| Employer contribution / active EE | $5,979 | $1,775+236.9% | $2,656+125.1% | $2,545+134.9% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,238-100.0% |
| Admin fee / account holder | $136 | $577-76.4% | $4,934-97.2% | $593-77.0% |