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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,450 |
UNITED OF OMAHA5+ 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 | $13,412 | $47,922-72.0% | $75,900-82.3% | $65,186-79.4% |
| Participation rate | 38.6% | 63.0%-24.4pp | 69.3%-30.7pp | 70.2%-31.6pp |
| Annual return | 20.31% | 24.12%-3.8pp | 30.73%-10.4pp | 29.39%-9.1pp |
| Employer contribution / active EE | $162 | $1,557-89.6% | $2,501-93.5% | $2,177-92.5% |
| Participant deferral / active EE | $1,357 | $2,550-46.8% | $3,604-62.3% | $3,514-61.4% |
| Admin fee / account holder | $44 | $532-91.6% | $5,421-99.2% | $847-94.8% |