Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA7 years Service code 15 · EIN 47-0322111 | Recordkeeping | $16,856 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,370 | $99,168-76.4% | $96,534-75.8% | $74,460-68.6% |
| Participation rate | 40.9% | 80.7%-39.8pp | 76.0%-35.1pp | 70.7%-29.9pp |
| Annual return | 15.22% | 22.40%-7.2pp | 25.88%-10.7pp | 34.38%-19.2pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,680 | $4,936-66.0% | $4,851-65.4% | $4,530-62.9% |
| Admin fee / account holder | $97 | $225-56.7% | $8,253-98.8% | $348-72.0% |