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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3+ years Service code 51 · EIN 58-2099805 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Investment Mgmt Fees | $15,443 |
UNITED OF OMAHA3+ years Filed as: MUTUAL OF OMAHA INSURANCE COMPANY Service code 49 · EIN 47-0246511 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Other Services | $0 |
UNITED OF OMAHA3+ years Filed as: UNITED OF OMAHA INSURANCE COMPANY Service code 52 · EIN 47-0322111 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,244 | $55,453-56.3% | $170,435-85.8% | $62,293-61.1% |
| Participation rate | 43.9% | 66.4%-22.5pp | 83.6%-39.7pp | 69.5%-25.6pp |
| Annual return | 18.04% | 21.38%-3.3pp | 205.94%-187.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $124 | $2,164-94.3% | $5,432-97.7% | $2,042-93.9% |
| Participant deferral / active EE | $551 | $2,303-76.1% | $4,939-88.8% | $3,169-82.6% |
| Admin fee / account holder | $118 | $455-74.0% | $13,881-99.1% | $479-75.3% |