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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA3 years Service code 15 · EIN 47-0322111 | Recordkeeping | $9,612 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,677 | $73,404-80.0% | $87,104-83.2% | $67,579-78.3% |
| Participation rate | 48.5% | 80.9%-32.3pp | 76.9%-28.4pp | 71.3%-22.8pp |
| Annual return | 39.80% | 48.29%-8.5pp | 28.19%+11.6pp | 378.56%-338.8pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,468 | $3,913-62.5% | $4,048-63.7% | $3,539-58.5% |
| Admin fee / account holder | $55 | $142-61.4% | $7,491-99.3% | $142-61.6% |