Filed August 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $42,499 |
UNITED OF OMAHA2+ years Filed as: MUTUAL OF OMAHA Service code 15 · EIN 47-0246511 | Recordkeeping | $2,310 |
ASCENSUS LLC2+ years Filed as: PENSION ADMINISTRATORS LLC Service code 15 · EIN 20-4043839 18033 OAK STREET · OMAHA, NE 68130 | Recordkeeping | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,471 | $97,954-81.1% | $115,170-84.0% | $77,775-76.3% |
| Participation rate | 33.3% | 52.3%-19.0pp | 75.9%-42.6pp | 73.2%-39.9pp |
| Annual return | 26.14% | 23.95%+2.2pp | 35.60%-9.5pp | 32.58%-6.4pp |
| Employer contribution / active EE | $632 | $927-31.8% | $3,179-80.1% | $2,504-74.8% |
| Participant deferral / active EE | $1,025 | $1,655-38.1% | $4,169-75.4% | $3,966-74.2% |
| Admin fee / account holder | $90 | $347-74.1% | $7,089-98.7% | $100-10.3% |