Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 45-1564286 | Advisory (Participants) | $4,818 |
UNITED OF OMAHA7+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,550 |
UNITED OF OMAHA7+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,862 | $60,788-62.4% | $85,709-73.3% | $79,391-71.2% |
| Participation rate | 37.9% | 62.1%-24.3pp | 69.9%-32.0pp | 70.7%-32.9pp |
| Annual return | 12.10% | 16.57%-4.5pp | 21.49%-9.4pp | 116.88%-104.8pp |
| Employer contribution / active EE | $200 | $1,664-88.0% | $2,619-92.4% | $2,428-91.8% |
| Participant deferral / active EE | $1,794 | $2,920-38.6% | $3,924-54.3% | $4,046-55.6% |
| Admin fee / account holder | $66 | $439-85.0% | $6,876-99.0% | $627-89.5% |