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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2 years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,700 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $2,397 | $46,297-94.8% | $71,671-96.7% | $62,293-96.2% |
| Participation rate | 42.0% | 60.6%-18.6pp | 68.7%-26.7pp | 69.5%-27.5pp |
| Annual return | 15.35% | 22.32%-7.0pp | 20.65%-5.3pp | 28.90%-13.5pp |
| Employer contribution / active EE | $268 | $1,412-81.0% | $2,460-89.1% | $2,042-86.9% |
| Participant deferral / active EE | $710 | $2,235-68.3% | $3,438-79.4% | $3,169-77.6% |
| Admin fee / account holder | $10 | $461-97.8% | $5,558-99.8% | $479-97.9% |