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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $6,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $4,158 | $36,916-88.7% | $156,551-97.3% | $57,658-92.8% |
| Participation rate | 67.1% | 63.4%+3.7pp | 84.0%-16.9pp | 70.2%-3.1pp |
| Annual return | 7.98% | 12.38%-4.4pp | 32.23%-24.3pp | 5.13%+2.8pp |
| Employer contribution / active EE | $554 | $1,571-64.7% | $5,501-89.9% | $1,974-71.9% |
| Participant deferral / active EE | $634 | $1,926-67.1% | $4,871-87.0% | $3,061-79.3% |
| Admin fee / account holder | $24 | $82-70.6% | $13,028-99.8% | $95-74.4% |