Filed October 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 REGENCY CENTER · OMAHA, NE 68114 | Investment Management | $8,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,604 | $28,416-13.4% | $73,545-66.5% | $69,631-64.7% |
| Participation rate | 22.2% | 38.3%-16.1pp | 54.9%-32.7pp | 70.7%-48.4pp |
| Annual return | 16.12% | -694.13%+710.3pp | -15.16%+31.3pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $101 | $430-76.6% | $1,219-91.7% | $2,032-95.1% |
| Participant deferral / active EE | $631 | $897-29.7% | $1,806-65.1% | $3,224-80.4% |
| Admin fee / account holder | $93 | $104-10.9% | $2,320-96.0% | $110-15.8% |