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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $37,529 |
N&K CPAS, INC.1+ years Filed as: N & K CPAS, INC. Service code 10 · EIN 99-0169131 | Accounting | $12,566 |
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,125 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
UNITED OF OMAHA2+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,260 | $37,044-72.3% | $71,796-85.7% | $57,658-82.2% |
| Participation rate | 83.2% | 61.1%+22.1pp | 69.1%+14.1pp | 70.2%+13.0pp |
| Annual return | 3.50% | 12.64%-9.1pp | 78.04%-74.5pp | 5.13%-1.6pp |
| Employer contribution / active EE | $68 | $720-90.6% | $1,924-96.5% | $1,974-96.6% |
| Participant deferral / active EE | $594 | $1,974-69.9% | $2,794-78.8% | $3,061-80.6% |
| Admin fee / account holder | $39 | $101-61.6% | $4,815-99.2% | $95-59.0% |