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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $400 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $28 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,668 | $50,898-33.9% | $171,082-80.3% | $55,167-39.0% |
| Participation rate | 19.6% | 63.3%-43.7pp | 76.7%-57.1pp | 69.0%-49.4pp |
| Annual return | 4.26% | 15.34%-11.1pp | 32.56%-28.3pp | 169.23%-165.0pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $991 | $2,994-66.9% | $4,797-79.4% | $3,054-67.6% |
| Admin fee / account holder | $6 | $500-98.8% | $8,520-99.9% | $504-98.9% |