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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA6 years Service code 15 · EIN 47-0322111 | Recordkeeping | $14,644 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,288 | $58,347-94.4% | $85,705-96.2% | $86,821-96.2% |
| Participation rate | 42.7% | 64.9%-22.3pp | 69.9%-27.2pp | 72.3%-29.6pp |
| Annual return | 13.66% | 18.43%-4.8pp | 21.49%-7.8pp | 97.94%-84.3pp |
| Employer contribution / active EE | $0 | $1,751-100.0% | $2,619-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $880 | $3,065-71.3% | $3,924-77.6% | $4,132-78.7% |
| Admin fee / account holder | $30 | $147-79.5% | $6,877-99.6% | $170-82.2% |