Filed March 15, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $28,803 |
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,960 |
UNITED OF OMAHA3+ 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 | $48,152 | $60,545-20.5% | $92,239-47.8% | $69,631-30.8% |
| Participation rate | 67.1% | 72.2%-5.0pp | 76.5%-9.3pp | 70.7%-3.5pp |
| Annual return | 79.86% | 19.71%+60.2pp | 176.29%-96.4pp | 27571.02%-27491.2pp |
| Employer contribution / active EE | $1,623 | $2,633-38.4% | $3,680-55.9% | $2,032-20.2% |
| Participant deferral / active EE | $2,917 | $2,828+3.1% | $3,897-25.2% | $3,224-9.5% |
| Admin fee / account holder | $142 | $145-2.0% | $5,194-97.3% | $110+28.4% |