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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT7+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $23,653 |
UNITED OF OMAHA7+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $17,366 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,272 | $62,723-69.3% | $142,863-86.5% | $86,799-77.8% |
| Participation rate | 68.8% | 62.6%+6.2pp | 71.9%-3.2pp | 72.3%-3.5pp |
| Annual return | 12.06% | 17.62%-5.6pp | 5637.54%-5625.5pp | 97.91%-85.8pp |
| Employer contribution / active EE | $447 | $1,627-72.5% | $4,144-89.2% | $2,405-81.4% |
| Participant deferral / active EE | $987 | $3,039-67.5% | $3,837-74.3% | $4,131-76.1% |
| Admin fee / account holder | $131 | $140-5.8% | $6,560-98.0% | $170-22.5% |