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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA3 years Filed as: MUTUAL OF OMAHA Service code 15 · EIN 47-0322111 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Recordkeeping | $12,779 |
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 | $6,449 | $99,201-93.5% | $96,544-93.3% | $74,473-91.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 18.51% | 22.40%-3.9pp | 25.88%-7.4pp | 34.36%-15.8pp |
| Employer contribution / active EE | $1,046 | $2,570-59.3% | $2,966-64.7% | $2,638-60.3% |
| Participant deferral / active EE | $1,850 | $4,938-62.5% | $4,851-61.9% | $4,530-59.2% |
| Admin fee / account holder | $11 | $225-95.1% | $8,254-99.9% | $347-96.8% |