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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2 years Filed as: MUTUAL OF OMAHA Service code 15 · EIN 47-0322111 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Recordkeeping | $11,660 |
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 | $5,155 | $65,437-92.1% | $86,698-94.1% | $66,949-92.3% |
| Participation rate | 94.8% | 75.5%+19.4pp | 76.6%+18.2pp | 69.8%+25.0pp |
| Annual return | -16.73% | -10.91%-5.8pp | 35.96%-52.7pp | 1.57%-18.3pp |
| Employer contribution / active EE | $1,018 | $2,154-52.7% | $2,837-64.1% | $2,545-60.0% |
| Participant deferral / active EE | $1,639 | $4,102-60.1% | $4,656-64.8% | $4,239-61.3% |
| Admin fee / account holder | $6 | $642-99.0% | $7,492-99.9% | $594-98.9% |