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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $342 | $40,522-99.2% | $84,637-99.6% | $67,582-99.5% |
| Participation rate | 66.0% | 51.1%+14.9pp | 68.2%-2.2pp | 71.3%-5.2pp |
| Annual return | 0.00% | 32.72%-32.7pp | 258.82%-258.8pp | 378.57%-378.6pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $221 | $2,132-89.6% | $3,900-94.3% | $3,539-93.7% |
| Admin fee / account holder | $2 | $145-98.7% | $4,914-100.0% | $142-98.7% |