Filed October 16, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT4+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $36,064 |
UNITED OF OMAHA4+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $9,850 |
UNITED OF OMAHA4+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Annual investment return 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 | $41,496 | $75,388-45.0% | $123,552-66.4% | $55,725-25.5% |
| Participation rate | 96.1% | 75.7%+20.4pp | 82.3%+13.8pp | 70.9%+25.2pp |
| Annual return | -6.42% | 4.48%-10.9pp | 119.20%-125.6pp | 244.93%-251.4pp |
| Employer contribution / active EE | $1,806 | $3,063-41.1% | $4,628-61.0% | $2,078-13.1% |
| Participant deferral / active EE | $2,358 | $5,651-58.3% | $6,426-63.3% | $3,356-29.7% |
| Admin fee / account holder | $118 | $120-1.7% | $9,285-98.7% | $115+2.2% |