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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA Service code 15 · EIN 47-0322111 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Recordkeeping | $3,270 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,853 | $84,940-91.9% | $111,306-93.8% | $79,389-91.4% |
| Participation rate | 94.8% | 75.9%+19.0pp | 77.3%+17.5pp | 70.7%+24.1pp |
| Annual return | 16.75% | 17.45%-0.7pp | 54.67%-37.9pp | 116.89%-100.1pp |
| Employer contribution / active EE | $1,212 | $1,979-38.8% | $2,732-55.6% | $2,428-50.1% |
| Participant deferral / active EE | $1,362 | $3,889-65.0% | $4,488-69.7% | $4,046-66.3% |
| Admin fee / account holder | $31 | $537-94.3% | $7,966-99.6% | $626-95.1% |