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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA4 years Service code 15 · EIN 47-0322111 | Recordkeeping | $13,763 |
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 | $19,935 | $79,519-74.9% | $95,960-79.2% | $73,412-72.8% |
| Participation rate | 48.8% | 81.2%-32.4pp | 77.1%-28.3pp | 72.2%-23.4pp |
| Annual return | 17.44% | 19.20%-1.8pp | 91.63%-74.2pp | 59.30%-41.9pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,833 | $4,138-55.7% | $4,167-56.0% | $3,806-51.8% |
| Admin fee / account holder | $86 | $184-53.3% | $6,797-98.7% | $158-45.5% |