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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,300 |
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.
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 | $1,602 | $52,961-97.0% | $172,752-99.1% | $65,185-97.5% |
| Participation rate | 67.0% | 66.2%+0.8pp | 82.6%-15.7pp | 70.2%-3.2pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.97%-803.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $393 | $2,190-82.0% | $5,144-92.4% | $2,177-81.9% |
| Participant deferral / active EE | $590 | $2,471-76.1% | $5,198-88.7% | $3,514-83.2% |
| Admin fee / account holder | $9 | $472-98.1% | $13,955-99.9% | $847-99.0% |