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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA5 years Service code 15 · EIN 47-0322111 | Recordkeeping | $12,380 |
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.
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 | $3,055 | $51,288-94.0% | $81,982-96.3% | $73,412-95.8% |
| Participation rate | 35.5% | 64.0%-28.4pp | 69.3%-33.7pp | 72.2%-36.6pp |
| Annual return | 15.13% | 29.48%-14.3pp | 41.31%-26.2pp | 59.30%-44.2pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,498-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $586 | $2,715-78.4% | $3,722-84.3% | $3,806-84.6% |
| Admin fee / account holder | $31 | $125-75.4% | $5,665-99.5% | $158-80.5% |