Filed August 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: PENSION ADMINISTRATORS LLC Service code 15 · EIN 20-4043839 18033 OAK STREET · OMAHA, NE 68130 | Recordkeeping | $15,055 |
UNITED OF OMAHA1+ years Filed as: MUTUAL OF OMAHA Service code 15 · EIN 47-0246511 | Recordkeeping | $2,025 |
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.
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 | $13,857 | $107,440-87.1% | $105,736-86.9% | $55,725-75.1% |
| Participation rate | 42.5% | 55.5%-13.0pp | 76.3%-33.8pp | 70.9%-28.4pp |
| Annual return | -8.26% | -0.59%-7.7pp | 6.27%-14.5pp | 244.93%-253.2pp |
| Employer contribution / active EE | $799 | $1,448-44.8% | $3,268-75.5% | $2,078-61.5% |
| Participant deferral / active EE | $1,271 | $2,171-41.5% | $4,080-68.9% | $3,356-62.1% |
| Admin fee / account holder | $37 | $283-86.8% | $6,913-99.5% | $115-67.6% |