Filed March 15, 2018
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+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $19,496 |
UNITED OF OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,200 |
UNITED OF OMAHA1+ 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.
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 | $27,681 | $50,464-45.1% | $75,782-63.5% | $52,331-47.1% |
| Participation rate | 56.4% | 66.8%-10.4pp | 75.8%-19.5pp | 68.1%-11.7pp |
| Annual return | 3.83% | 1.03%+2.8pp | 9.68%-5.9pp | 4.54%-0.7pp |
| Employer contribution / active EE | $1,708 | $1,988-14.1% | $3,323-48.6% | $1,882-9.3% |
| Participant deferral / active EE | $2,412 | $2,570-6.2% | $3,652-34.0% | $3,022-20.2% |
| Admin fee / account holder | $114 | $1,103-89.6% | $5,300-97.8% | $592-80.7% |