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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $17,862 |
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $6,400 |
UNITED OF OMAHA2+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,771 | $71,802-72.5% | $133,975-85.2% | $57,658-65.7% |
| Participation rate | 44.8% | 85.5%-40.6pp | 87.1%-42.2pp | 70.2%-25.4pp |
| Annual return | 7.51% | 13.51%-6.0pp | 29.29%-21.8pp | 5.13%+2.4pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,071 | $4,606-55.0% | $6,282-67.0% | $3,061-32.3% |
| Admin fee / account holder | $57 | $88-34.9% | $9,324-99.4% | $95-39.6% |