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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $104,171 |
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $20,086 |
UNITED OF OMAHA3+ 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.
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 | $52,262 | $45,324+15.3% | $122,354-57.3% | $69,631-24.9% |
| Participation rate | 46.5% | 59.9%-13.4pp | 71.6%-25.1pp | 70.7%-24.1pp |
| Annual return | 15.89% | 25.35%-9.5pp | 30.28%-14.4pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $835 | $1,230-32.1% | $4,051-79.4% | $2,032-58.9% |
| Participant deferral / active EE | $1,103 | $2,367-53.4% | $3,287-66.5% | $3,224-65.8% |
| Admin fee / account holder | $205 | $87+136.0% | $5,479-96.3% | $110+85.9% |