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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT4+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $27,873 |
UNITED OF OMAHA4+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $5,200 |
UNITED OF OMAHA4+ 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 | $65,564 | $59,191+10.8% | $76,767-14.6% | $56,289+16.5% |
| Participation rate | 78.7% | 75.2%+3.5pp | 77.0%+1.8pp | 69.9%+8.9pp |
| Annual return | -3.96% | 6.62%-10.6pp | 2.43%-6.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,071 | $1,759-39.1% | $2,485-56.9% | $2,111-49.3% |
| Participant deferral / active EE | $3,004 | $3,255-7.7% | $3,852-22.0% | $3,350-10.3% |
| Admin fee / account holder | $260 | $489-46.8% | $6,675-96.1% | $521-50.0% |