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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT6 years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $9,820 |
UNITED OF OMAHA6 years Filed as: MUTUAL OF OMAHA Service code 49 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,594 | $57,763+17.0% | $112,228-39.8% | $71,529-5.5% |
| Participation rate | 93.7% | 58.9%+34.8pp | 72.4%+21.2pp | 67.9%+25.7pp |
| Annual return | 18.50% | 18.26%+0.2pp | 30.23%-11.7pp | 28.97%-10.5pp |
| Employer contribution / active EE | $2,474 | $1,916+29.1% | $3,432-27.9% | $2,590-4.5% |
| Participant deferral / active EE | $4,856 | $2,865+69.5% | $4,800+1.2% | $4,291+13.2% |
| Admin fee / account holder | $88 | $1,563-94.4% | $7,752-98.9% | $1,588-94.4% |