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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $10,269 |
SECURITY NATIONAL BANK1+ years Service code 61 · EIN 47-0485339 | Finders' fees / placement fees | $2,738 |
UNITED OF OMAHA1+ years Service code 50 · EIN 47-0322111 | Direct Payment | $1,900 |
UNITED OF OMAHA1+ 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.
Employer 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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,482 | $62,324-65.5% | $68,509-68.6% | $55,191-61.1% |
| Participation rate | 41.3% | 78.9%-37.6pp | 74.7%-33.4pp | 69.2%-27.9pp |
| Annual return | -0.74% | 4.26%-5.0pp | 8.27%-9.0pp | 10.78%-11.5pp |
| Employer contribution / active EE | $473 | $2,223-78.7% | $2,278-79.2% | $1,899-75.1% |
| Participant deferral / active EE | $798 | $3,425-76.7% | $3,382-76.4% | $3,046-73.8% |
| Admin fee / account holder | $69 | $91-24.8% | $5,275-98.7% | $91-24.3% |