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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT8+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $24,767 |
UNITED OF OMAHA8+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,475 |
UNITED OF OMAHA8+ 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 | $81,469 | $65,437+24.5% | $86,698-6.0% | $66,949+21.7% |
| Participation rate | 84.2% | 75.5%+8.7pp | 76.6%+7.6pp | 69.8%+14.3pp |
| Annual return | -17.48% | -10.91%-6.6pp | 35.96%-53.4pp | 1.57%-19.1pp |
| Employer contribution / active EE | $1,409 | $2,154-34.6% | $2,837-50.3% | $2,545-44.7% |
| Participant deferral / active EE | $3,483 | $4,102-15.1% | $4,656-25.2% | $4,239-17.8% |
| Admin fee / account holder | $233 | $642-63.7% | $7,492-96.9% | $594-60.8% |