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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA Service code 26 · EIN 47-0246511 | Advisory (Participants) | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,926 | $45,073-78.0% | $69,455-85.7% | $72,985-86.4% |
| Participation rate | 98.8% | 68.5%+30.3pp | 74.6%+24.2pp | 69.5%+29.3pp |
| Annual return | 3.82% | 22.65%-18.8pp | 28.97%-25.2pp | 81.00%-77.2pp |
| Employer contribution / active EE | $801 | $2,054-61.0% | $2,779-71.2% | $2,440-67.2% |
| Participant deferral / active EE | $1,188 | $2,602-54.3% | $3,535-66.4% | $3,607-67.1% |
| Admin fee / account holder | $17 | $3,056-99.4% | $3,839-99.6% | $5,124-99.7% |