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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA4+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $8,006 |
Annual investment return 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 | $6,504 | $37,196-82.5% | $154,114-95.8% | $55,725-88.3% |
| Participation rate | 94.0% | 64.1%+30.0pp | 83.0%+11.0pp | 70.9%+23.2pp |
| Annual return | -6.39% | 1319.68%-1326.1pp | 735.16%-741.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,265 | $1,614-21.6% | $5,298-76.1% | $2,078-39.1% |
| Participant deferral / active EE | $1,433 | $2,068-30.7% | $5,081-71.8% | $3,356-57.3% |
| Admin fee / account holder | $23 | $102-77.5% | $13,411-99.8% | $115-80.1% |