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| Provider | Service type | Compensation |
|---|---|---|
STATION FUNDS1 year Filed as: STATION MONEY MANAGEMENT Service code 49 · EIN 45-1564286 | Other Services | $16,223 |
UNITED OF OMAHA2 years Service code 37 · EIN 47-0322111 | Loan Processing | $549 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,172 | $50,175+6.0% | $99,475-46.5% | $65,185-18.4% |
| Participation rate | 79.0% | 68.4%+10.6pp | 73.8%+5.2pp | 70.2%+8.8pp |
| Annual return | 18.14% | 25.36%-7.2pp | 30.72%-12.6pp | 29.38%-11.2pp |
| Employer contribution / active EE | $1,476 | $1,496-1.4% | $2,540-41.9% | $2,177-32.2% |
| Participant deferral / active EE | $3,524 | $2,748+28.2% | $3,619-2.6% | $3,514+0.3% |
| Admin fee / account holder | $398 | $398+0.2% | $6,252-93.6% | $847-53.0% |