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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $400 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,304 | $65,125-93.4% | $143,797-97.0% | $66,949-93.6% |
| Participation rate | 37.7% | 65.2%-27.5pp | 80.3%-42.6pp | 69.8%-32.1pp |
| Annual return | 0.00% | -11.13%+11.1pp | -0.04%0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $533 | $2,362-77.4% | $4,952-89.2% | $2,545-79.1% |
| Participant deferral / active EE | $810 | $2,920-72.2% | $5,638-85.6% | $4,239-80.9% |
| Admin fee / account holder | $7 | $503-98.6% | $14,679-100.0% | $594-98.8% |