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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Participant loan processing; Sub-tran... | $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 | $78,562-28.3% | $105,608-46.6% | $74,429-24.3% |
| Participation rate | 90.2% | 72.8%+17.4pp | 75.3%+14.9pp | 67.2%+22.9pp |
| Annual return | 24.68% | 15.94%+8.7pp | 116.50%-91.8pp | 1368.38%-1343.7pp |
| Employer contribution / active EE | $2,380 | $2,521-5.6% | $3,167-24.8% | $2,625-9.3% |
| Participant deferral / active EE | $4,377 | $4,321+1.3% | $5,010-12.6% | $4,348+0.7% |
| Admin fee / account holder | $127 | $2,217-94.3% | $11,028-98.9% | $1,944-93.5% |