Filed October 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $70,854 |
UNITED OF OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,839 | $26,906-44.8% | $61,501-75.9% | $77,906-81.0% |
| Participation rate | 14.6% | 33.4%-18.8pp | 52.6%-37.9pp | 73.7%-59.1pp |
| Annual return | -17.57% | -14.46%-3.1pp | 339.04%-356.6pp | 12.16%-29.7pp |
| Employer contribution / active EE | $126 | $521-75.8% | $1,160-89.1% | $2,846-95.6% |
| Participant deferral / active EE | $691 | $1,180-41.4% | $2,125-67.5% | $4,805-85.6% |
| Admin fee / account holder | $8 | $117-93.5% | $2,132-99.6% | $133-94.3% |