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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $16,883 |
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 | $5,361 | $46,173-88.4% | $170,435-96.9% | $69,631-92.3% |
| Participation rate | 62.9% | 63.9%-1.0pp | 83.6%-20.7pp | 70.7%-7.8pp |
| Annual return | 21.68% | 21.62%+0.1pp | 205.94%-184.3pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $629 | $1,610-60.9% | $5,432-88.4% | $2,032-69.0% |
| Participant deferral / active EE | $715 | $2,080-65.6% | $4,939-85.5% | $3,224-77.8% |
| Admin fee / account holder | $46 | $116-60.2% | $13,881-99.7% | $110-58.2% |