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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT9+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $23,784 |
UNITED OF OMAHA9+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $4,100 |
UNITED OF OMAHA9+ 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 | $99,607 | $76,112+30.9% | $96,544+3.2% | $71,529+39.3% |
| Participation rate | 82.2% | 74.4%+7.8pp | 76.0%+6.2pp | 67.9%+14.3pp |
| Annual return | 16.03% | 22.80%-6.8pp | 25.88%-9.8pp | 28.97%-12.9pp |
| Employer contribution / active EE | $1,552 | $2,248-31.0% | $2,966-47.7% | $2,590-40.1% |
| Participant deferral / active EE | $4,038 | $4,217-4.2% | $4,851-16.8% | $4,291-5.9% |
| Admin fee / account holder | $249 | $2,708-90.8% | $8,254-97.0% | $1,588-84.3% |