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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $28,895 |
UNITED OF OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,775 |
UNITED OF OMAHA1+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,440 | $54,320-27.4% | $67,652-41.7% | $52,331-24.6% |
| Participation rate | 80.2% | 73.6%+6.6pp | 75.7%+4.5pp | 68.1%+12.0pp |
| Annual return | -3.39% | 6.81%-10.2pp | 6625.40%-6628.8pp | 4.54%-7.9pp |
| Employer contribution / active EE | $908 | $1,544-41.2% | $2,266-59.9% | $1,882-51.7% |
| Participant deferral / active EE | $2,163 | $2,950-26.7% | $3,560-39.2% | $3,022-28.4% |
| Admin fee / account holder | $199 | $527-62.2% | $4,821-95.9% | $592-66.3% |