Filings through .
2 of 17 flags tripped on the 2024 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2024 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$20K in admin expenses, $45 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
ASCENSUS LLC1 year Service code 37 · EIN 11-3665754 Loan Processing | $9,516 |
Filed as: CREATIVEONE SECURITIES, LLC Service code 27 2900 SW MACVICAR AVE · TOPEKA, KS 66611-1710 Advisory (Plan) | $7,970 |
MUTUAL OF OMAHA3 years Filed as: UNITED OF OMAHA Service code 37 · EIN 47-0322111 Loan Processing | $1,625 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2024 filing.
2 contacts
10 filings · 2015 to 2024