Filed October 16, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $34,279 |
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $4,025 |
SECURITY NATIONAL BANK3+ years Service code 61 · EIN 47-0485339 | Finders' fees / placement fees | $2,649 |
UNITED OF OMAHA3+ 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.
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 | $34,456 | $155,795-77.9% | $136,298-74.7% | $69,631-50.5% |
| Participation rate | 42.2% | 75.2%-33.1pp | 81.9%-39.8pp | 70.7%-28.5pp |
| Annual return | 16.51% | 232464.33%-232447.8pp | 5156.27%-5139.8pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $745 | $2,991-75.1% | $4,696-84.1% | $2,032-63.3% |
| Participant deferral / active EE | $901 | $5,394-83.3% | $6,247-85.6% | $3,224-72.0% |
| Admin fee / account holder | $80 | $128-37.6% | $9,244-99.1% | $110-27.6% |