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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT7+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $21,545 |
UNITED OF OMAHA7+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $900 |
UNITED OF OMAHA7+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,540 | $60,607-49.6% | $189,558-83.9% | $86,813-64.8% |
| Participation rate | 14.4% | 68.9%-54.5pp | 78.5%-64.0pp | 72.3%-57.9pp |
| Annual return | 14.14% | 65.18%-51.0pp | 64.19%-50.0pp | 97.93%-83.8pp |
| Employer contribution / active EE | $0 | $1,626-100.0% | $4,412-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $480 | $3,895-87.7% | $6,174-92.2% | $4,131-88.4% |
| Admin fee / account holder | $133 | $159-16.3% | $9,809-98.6% | $170-21.7% |