Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $31,012 |
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,450 |
UNITED OF OMAHA2+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
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 | $45,421 | $60,165-24.5% | $74,184-38.8% | $55,167-17.7% |
| Participation rate | 83.7% | 74.2%+9.6pp | 76.6%+7.1pp | 69.0%+14.7pp |
| Annual return | 6.83% | 10.00%-3.2pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,091 | $1,600-31.8% | $2,370-54.0% | $1,963-44.4% |
| Participant deferral / active EE | $2,625 | $2,973-11.7% | $3,550-26.1% | $3,054-14.1% |
| Admin fee / account holder | $224 | $419-46.6% | $5,586-96.0% | $504-55.6% |