Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $4,009 |
Annual investment return 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).
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 | $10,785 | $72,388-85.1% | $111,392-90.3% | $64,173-83.2% |
| Participation rate | 73.3% | 70.5%+2.8pp | 78.9%-5.5pp | 69.6%+3.8pp |
| Annual return | -13.34% | -1.50%-11.8pp | -2.06%-11.3pp | 7.63%-21.0pp |
| Employer contribution / active EE | $1,843 | $3,000-38.6% | $4,328-57.4% | $2,381-22.6% |
| Participant deferral / active EE | $2,981 | $4,241-29.7% | $5,567-46.5% | $3,470-14.1% |
| Admin fee / account holder | $48 | $5,719-99.2% | $12,266-99.6% | $4,887-99.0% |