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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,950 |
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 | $2,979 | $58,888-94.9% | $178,499-98.3% | $73,493-95.9% |
| Participation rate | 69.9% | 66.2%+3.7pp | 81.9%-12.0pp | 70.7%-0.7pp |
| Annual return | 23.19% | 24.86%-1.7pp | 151.10%-127.9pp | 28.51%-5.3pp |
| Employer contribution / active EE | $399 | $2,236-82.1% | $5,011-92.0% | $2,270-82.4% |
| Participant deferral / active EE | $644 | $2,568-74.9% | $5,202-87.6% | $3,740-82.8% |
| Admin fee / account holder | $13 | $400-96.7% | $13,986-99.9% | $513-97.4% |