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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,200 |
UNITED OF OMAHA2+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $11,238 | $44,425-74.7% | $67,834-83.4% | $55,167-79.6% |
| Participation rate | 46.4% | 59.7%-13.3pp | 68.8%-22.4pp | 69.0%-22.6pp |
| Annual return | 10.11% | 17.80%-7.7pp | 138.47%-128.4pp | 169.23%-159.1pp |
| Employer contribution / active EE | $188 | $1,351-86.1% | $2,403-92.2% | $1,963-90.4% |
| Participant deferral / active EE | $1,161 | $2,166-46.4% | $3,160-63.3% | $3,054-62.0% |
| Admin fee / account holder | $46 | $530-91.3% | $4,622-99.0% | $504-90.9% |