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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,984 |
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $450 |
UNITED OF OMAHA3+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,438 | $46,297-45.1% | $71,671-64.5% | $62,293-59.2% |
| Participation rate | 29.6% | 60.6%-31.0pp | 68.7%-39.1pp | 69.5%-39.9pp |
| Annual return | 17.37% | 22.32%-5.0pp | 20.65%-3.3pp | 28.90%-11.5pp |
| Employer contribution / active EE | $525 | $1,412-62.8% | $2,460-78.7% | $2,042-74.3% |
| Participant deferral / active EE | $834 | $2,235-62.7% | $3,438-75.7% | $3,169-73.7% |
| Admin fee / account holder | $94 | $461-79.6% | $5,558-98.3% | $479-80.4% |