Filed October 16, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $37,103 |
SECURITY NATIONAL BANK2+ years Service code 61 | Finders' fees / placement fees | $9,894 |
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $4,175 |
UNITED OF OMAHA2+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
SECURITY NATIONAL BANK1 year Filed as: SE3CURITY NATIONAL BANK Service code 61 · EIN 47-0485339 | Finders' fees / placement fees | $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.
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 | $32,679 | $80,177-59.2% | $123,894-73.6% | $57,658-43.3% |
| Participation rate | 51.3% | 74.4%-23.2pp | 81.4%-30.1pp | 70.2%-19.0pp |
| Annual return | 8.68% | 17.90%-9.2pp | 47.52%-38.8pp | 5.13%+3.6pp |
| Employer contribution / active EE | $909 | $2,913-68.8% | $4,617-80.3% | $1,974-53.9% |
| Participant deferral / active EE | $1,030 | $5,130-79.9% | $5,984-82.8% | $3,061-66.3% |
| Admin fee / account holder | $96 | $106-9.7% | $8,357-98.9% | $95+1.5% |