Filed March 15, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $20,709 |
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,410 |
UNITED OF OMAHA2+ 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 | $35,785 | $57,921-38.2% | $84,753-57.8% | $57,658-37.9% |
| Participation rate | 49.3% | 72.9%-23.7pp | 76.6%-27.3pp | 70.2%-21.0pp |
| Annual return | 10.48% | 10.24%+0.2pp | 22.78%-12.3pp | 5.13%+5.3pp |
| Employer contribution / active EE | $1,692 | $2,598-34.9% | $3,574-52.7% | $1,974-14.3% |
| Participant deferral / active EE | $2,024 | $2,742-26.2% | $3,712-45.5% | $3,061-33.9% |
| Admin fee / account holder | $141 | $130+8.8% | $5,333-97.4% | $95+49.2% |