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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $5,889 |
UNITED OF OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $975 |
UNITED OF OMAHA1+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,351 | $45,566-72.9% | $64,105-80.7% | $59,633-79.3% |
| Participation rate | 67.1% | 60.2%+7.0pp | 68.2%-1.0pp | 68.7%-1.5pp |
| Annual return | -5.67% | 4.95%-10.6pp | 791.24%-796.9pp | 2041.45%-2047.1pp |
| Employer contribution / active EE | $164 | $934-82.4% | $1,820-91.0% | $2,203-92.6% |
| Participant deferral / active EE | $2,435 | $2,057+18.4% | $2,822-13.7% | $3,192-23.7% |
| Admin fee / account holder | $90 | $3,268-97.2% | $4,499-98.0% | $4,297-97.9% |