Filed October 16, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT5+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $34,772 |
UNITED OF OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $10,083 |
UNITED OF OMAHA5+ 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 | $51,399 | $88,122-41.7% | $141,177-63.6% | $67,579-23.9% |
| Participation rate | 98.2% | 76.5%+21.7pp | 82.5%+15.7pp | 71.3%+26.9pp |
| Annual return | 20.87% | 75.40%-54.5pp | 71.40%-50.5pp | 378.56%-357.7pp |
| Employer contribution / active EE | $1,924 | $3,224-40.3% | $4,736-59.4% | $2,148-10.4% |
| Participant deferral / active EE | $2,777 | $5,958-53.4% | $6,710-58.6% | $3,539-21.5% |
| Admin fee / account holder | $127 | $131-3.1% | $10,263-98.8% | $142-10.8% |