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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $23,833 |
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $10,385 |
UNITED OF OMAHA3+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246510 | 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.
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 | $21,468 | $81,537-73.7% | $149,721-85.7% | $69,631-69.2% |
| Participation rate | 52.7% | 86.1%-33.5pp | 87.1%-34.4pp | 70.7%-18.0pp |
| Annual return | 19.20% | 22.79%-3.6pp | 1501.67%-1482.5pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,444-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,512 | $4,994-49.7% | $6,568-61.8% | $3,224-22.1% |
| Admin fee / account holder | $64 | $107-40.3% | $11,282-99.4% | $110-42.2% |