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 OMAHA5 years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,312 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,293 | $37,440+93.1% | $77,081-6.2% | $66,930+8.0% |
| Participation rate | 96.6% | 52.9%+43.7pp | 67.9%+28.7pp | 69.8%+26.8pp |
| Annual return | -17.33% | -3.26%-14.1pp | 42.33%-59.7pp | 1.57%-18.9pp |
| Employer contribution / active EE | $3,021 | $1,534+97.0% | $2,813+7.4% | $2,545+18.7% |
| Participant deferral / active EE | $6,291 | $2,620+140.1% | $4,428+42.1% | $4,238+48.5% |
| Admin fee / account holder | $27 | $568-95.2% | $5,427-99.5% | $593-95.4% |