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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,175 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,971 | $40,435-85.2% | $80,648-92.6% | $74,473-92.0% |
| Participation rate | 19.5% | 47.4%-27.9pp | 67.0%-47.5pp | 70.7%-51.2pp |
| Annual return | 23.42% | 165.22%-141.8pp | 937.21%-913.8pp | 34.36%-10.9pp |
| Employer contribution / active EE | $251 | $1,498-83.2% | $2,724-90.8% | $2,638-90.5% |
| Participant deferral / active EE | $265 | $2,673-90.1% | $4,443-94.0% | $4,530-94.2% |
| Admin fee / account holder | $26 | $721-96.3% | $5,382-99.5% | $347-92.4% |