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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $8,639 |
UNITED OF OMAHA2+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $4,302 | $44,425-90.3% | $67,834-93.7% | $55,167-92.2% |
| Participation rate | 76.3% | 59.7%+16.6pp | 68.8%+7.5pp | 69.0%+7.3pp |
| Annual return | -10.22% | 17.80%-28.0pp | 138.47%-148.7pp | 169.23%-179.4pp |
| Employer contribution / active EE | $553 | $1,351-59.1% | $2,403-77.0% | $1,963-71.8% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,000 | $530+88.5% | $4,622-78.4% | $504+98.4% |