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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $5,641 |
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $550 |
UNITED OF OMAHA2+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,456 | $44,425-51.7% | $67,834-68.4% | $55,167-61.1% |
| Participation rate | 37.7% | 59.7%-22.0pp | 68.8%-31.1pp | 69.0%-31.3pp |
| Annual return | 9.38% | 17.80%-8.4pp | 138.47%-129.1pp | 169.23%-159.9pp |
| Employer contribution / active EE | $694 | $1,351-48.6% | $2,403-71.1% | $1,963-64.6% |
| Participant deferral / active EE | $1,017 | $2,166-53.0% | $3,160-67.8% | $3,054-66.7% |
| Admin fee / account holder | $87 | $530-83.6% | $4,622-98.1% | $504-82.7% |