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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $35,531 |
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,550 |
UNITED OF OMAHA3+ years Filed as: MUTUAL OF OMAHA Service code 49 | Other Services | $0 |
UNITED OF OMAHA1 year Filed as: MUTUL 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 | $53,475 | $64,909-17.6% | $82,312-35.0% | $62,293-14.2% |
| Participation rate | 78.8% | 74.9%+4.0pp | 76.9%+1.9pp | 69.5%+9.3pp |
| Annual return | 11.86% | 21.18%-9.3pp | 25.88%-14.0pp | 28.90%-17.0pp |
| Employer contribution / active EE | $1,122 | $1,676-33.1% | $2,428-53.8% | $2,042-45.1% |
| Participant deferral / active EE | $2,778 | $3,103-10.5% | $3,706-25.1% | $3,169-12.4% |
| Admin fee / account holder | $254 | $440-42.3% | $5,608-95.5% | $479-47.1% |