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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Securities brokerage; Participant loa... | $8,441 |
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA INVESTOR SERVICES, Service code 27 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Advisory (Plan) | $6,991 |
UNITED OF OMAHA3 years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,646 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,364 | $78,607-28.3% | $105,624-46.6% | $74,478-24.3% |
| Participation rate | 90.2% | 72.8%+17.3pp | 75.3%+14.9pp | 67.2%+22.9pp |
| Annual return | 24.68% | 15.96%+8.7pp | 116.20%-91.5pp | 1370.56%-1345.9pp |
| Employer contribution / active EE | $2,380 | $2,523-5.7% | $3,168-24.9% | $2,626-9.4% |
| Participant deferral / active EE | $4,377 | $4,325+1.2% | $5,013-12.7% | $4,350+0.6% |
| Admin fee / account holder | $127 | $2,220-94.3% | $10,961-98.8% | $1,946-93.5% |