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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1 year Filed as: STDION MONEY MANAGEMENT Service code 67 · EIN 58-2099805 | Other insurance wrap fees | $10,450 |
UNITED OF OMAHA1 year Service code 52 · EIN 47-0322111 | Indirect Investment Fees | $9,875 |
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
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 | $3,442 | $63,905-94.6% | $74,184-95.4% | $57,658-94.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 8.11% | 60.60%-52.5pp | 17.74%-9.6pp | 5.13%+3.0pp |
| Employer contribution / active EE | $622 | $1,840-66.2% | $2,370-73.7% | $1,974-68.5% |
| Participant deferral / active EE | $894 | $3,448-74.1% | $3,550-74.8% | $3,061-70.8% |
| Admin fee / account holder | $20 | $91-78.3% | $5,586-99.6% | $95-79.1% |