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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA4+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,357 |
UNITED OF OMAHA4+ 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 | $11,350 | $42,396-73.2% | $67,313-83.1% | $56,289-79.8% |
| Participation rate | 39.9% | 61.0%-21.1pp | 69.1%-29.2pp | 69.9%-30.0pp |
| Annual return | -2.89% | -36.63%+33.7pp | -4.08%+1.2pp | -9.96%+7.1pp |
| Employer contribution / active EE | $174 | $1,414-87.7% | $2,566-93.2% | $2,111-91.7% |
| Participant deferral / active EE | $1,350 | $2,360-42.8% | $3,568-62.2% | $3,350-59.7% |
| Admin fee / account holder | $53 | $510-89.6% | $4,507-98.8% | $521-89.9% |