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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT5 years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $9,170 |
UNITED OF OMAHA5 years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,324 | $62,715-11.8% | $104,299-47.0% | $66,949-17.4% |
| Participation rate | 92.8% | 59.6%+33.2pp | 73.3%+19.5pp | 69.8%+22.9pp |
| Annual return | -16.12% | -14.70%-1.4pp | 24.62%-40.7pp | 1.57%-17.7pp |
| Employer contribution / active EE | $2,474 | $1,976+25.2% | $3,373-26.6% | $2,545-2.8% |
| Participant deferral / active EE | $4,456 | $2,852+56.3% | $4,626-3.7% | $4,239+5.1% |
| Admin fee / account holder | $71 | $657-89.2% | $7,339-99.0% | $594-88.1% |