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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1 year Filed as: STANDION MONEY MANAGEMENT Service code 49 · EIN 58-2099805 | Other Services | $16,530 |
UNITED OF OMAHA1 year Filed as: UNTITED OF OMAHA Service code 52 · EIN 47-0322111 | Indirect Investment Fees | $4,479 |
Service code 13 · EIN 93-0998477 | Contract Administrator | $2,325 |
Filed as: LINSCO PRIVATE LEDGER Service code 49 · EIN 95-2834236 | Other Services | $0 |
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 | $16,190 | $56,894-71.5% | $84,753-80.9% | $62,881-74.3% |
| Participation rate | 73.9% | 68.5%+5.4pp | 76.6%-2.7pp | 69.3%+4.6pp |
| Annual return | 5.76% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $4,922 | $2,400+105.1% | $3,574+37.7% | $2,281+115.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |