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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $10,284 |
UNITED OF OMAHA1+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $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.
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 | $6,815 | $46,745-85.4% | $60,547-88.7% | $52,331-87.0% |
| Participation rate | 74.0% | 58.6%+15.4pp | 68.0%+6.0pp | 68.1%+5.9pp |
| Annual return | -5.87% | 0.61%-6.5pp | 335.64%-341.5pp | 4.54%-10.4pp |
| Employer contribution / active EE | $5,926 | $1,259+370.7% | $2,419+144.9% | $1,882+214.9% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $108 | $537-79.8% | $4,536-97.6% | $592-81.7% |