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| Provider | Service type | Compensation |
|---|---|---|
OMAHA WEALTH MANAGEMENT2 years Service code 99 · EIN 81-2783135 | Other Fees | $4,103 |
GOLDLEAF PARTNERS1 year Service code 99 · EIN 45-0514557 | Other Fees | $492 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $387 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,239 | $50,637-2.8% | $86,582-43.1% | $62,293-21.0% |
| Participation rate | 21.8% | 67.9%-46.1pp | 73.5%-51.7pp | 69.5%-47.7pp |
| Annual return | 21.47% | 20.80%+0.7pp | 965.08%-943.6pp | 28.90%-7.4pp |
| Employer contribution / active EE | $61 | $2,075-97.1% | $2,839-97.9% | $2,042-97.0% |
| Participant deferral / active EE | $414 | $2,611-84.1% | $3,609-88.5% | $3,169-86.9% |
| Admin fee / account holder | $156 | $413-62.3% | $4,904-96.8% | $479-67.5% |