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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $117,101 |
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $25,870 |
UNITED OF OMAHA2+ 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.
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 | $45,771 | $43,453+5.3% | $109,313-58.1% | $63,975-28.5% |
| Participation rate | 34.1% | 59.3%-25.2pp | 71.3%-37.2pp | 71.1%-37.1pp |
| Annual return | 6.51% | 9.85%-3.3pp | 22.07%-15.6pp | 48.65%-42.1pp |
| Employer contribution / active EE | $576 | $1,799-68.0% | $3,892-85.2% | $2,182-73.6% |
| Participant deferral / active EE | $758 | $2,093-63.8% | $3,166-76.1% | $3,356-77.4% |
| Admin fee / account holder | $239 | $79+202.9% | $5,666-95.8% | $70+239.5% |