Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2 years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,060 | $38,365+87.8% | $84,623-14.8% | $65,185+10.5% |
| Participation rate | 92.7% | 55.7%+37.0pp | 68.2%+24.4pp | 70.2%+22.5pp |
| Annual return | 24.29% | 32.00%-7.7pp | 258.77%-234.5pp | 29.38%-5.1pp |
| Employer contribution / active EE | $2,573 | $1,258+104.5% | $2,652-3.0% | $2,177+18.2% |
| Participant deferral / active EE | $5,501 | $2,278+141.4% | $3,899+41.1% | $3,514+56.6% |
| Admin fee / account holder | $21 | $451-95.4% | $4,913-99.6% | $847-97.6% |