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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $7,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,189 | $73,638-56.3% | $95,960-66.5% | $73,493-56.2% |
| Participation rate | 42.9% | 76.2%-33.2pp | 77.1%-34.1pp | 70.7%-27.7pp |
| Annual return | 13.23% | 16.78%-3.5pp | 91.63%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,018 | $3,617-71.9% | $4,167-75.6% | $3,740-72.8% |
| Admin fee / account holder | $97 | $482-80.0% | $6,797-98.6% | $513-81.2% |