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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT10+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $23,816 |
Service code 27 2351 NW BOCA RATON BLVD · BOCA RATON, FL 33431 | Advisory (Plan) | $12,569 |
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Recordkeeping fees; Other fees; Parti... | $4,970 |
UNITED OF OMAHA10+ years Service code 37 · EIN 47-0322111 | Loan Processing | $1,750 |
UNITED OF OMAHA10+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,772 | $79,184+42.4% | $102,438+10.1% | $74,546+51.3% |
| Participation rate | 75.0% | 74.8%+0.2pp | 76.5%-1.5pp | 67.2%+7.8pp |
| Annual return | 13.24% | 54.95%-41.7pp | 29.37%-16.1pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $1,413 | $2,362-40.2% | $3,024-53.3% | $2,624-46.2% |
| Participant deferral / active EE | $3,860 | $4,414-12.6% | $5,054-23.6% | $4,347-11.2% |
| Admin fee / account holder | $386 | $2,001-80.7% | $9,448-95.9% | $1,944-80.1% |