Filed October 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 REGENCY CENTER · OMAHA, NE 68114 | Investment Management | $7,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,943 | $22,714-16.6% | $59,496-68.2% | $55,191-65.7% |
| Participation rate | 21.1% | 37.5%-16.4pp | 54.6%-33.5pp | 69.2%-48.1pp |
| Annual return | -3.25% | -44.01%+40.8pp | 182.05%-185.3pp | 10.78%-14.0pp |
| Employer contribution / active EE | $72 | $418-82.7% | $1,153-93.7% | $1,899-96.2% |
| Participant deferral / active EE | $492 | $843-41.6% | $1,829-73.1% | $3,046-83.8% |
| Admin fee / account holder | $79 | $83-4.9% | $2,232-96.5% | $91-12.7% |