Filed October 16, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT6+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $19,114 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ & COMPANY Service code 10 · EIN 47-0625816 | Accounting | $6,500 |
UNITED OF OMAHA6+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,900 |
UNITED OF OMAHA6+ 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 | $62,108 | $100,801-38.4% | $149,730-58.5% | $73,412-15.4% |
| Participation rate | 96.7% | 77.7%+19.0pp | 82.5%+14.2pp | 72.2%+24.5pp |
| Annual return | 14.13% | 265.34%-251.2pp | 276.70%-262.6pp | 59.30%-45.2pp |
| Employer contribution / active EE | $2,152 | $3,312-35.0% | $4,645-53.7% | $2,234-3.6% |
| Participant deferral / active EE | $3,134 | $6,404-51.1% | $6,843-54.2% | $3,806-17.7% |
| Admin fee / account holder | $80 | $181-55.6% | $9,310-99.1% | $158-49.2% |