Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Participant loan processing; Sub-tran... | $8,441 |
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA INVESTOR SERVICES, Service code 27 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Advisory (Plan) | $6,991 |
UNITED OF OMAHA3 years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,646 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,364 | $78,529-28.2% | $105,591-46.6% | $74,400-24.2% |
| Participation rate | 90.2% | 72.8%+17.4pp | 75.3%+14.9pp | 67.2%+22.9pp |
| Annual return | 24.68% | 15.94%+8.7pp | 116.43%-91.7pp | 1367.51%-1342.8pp |
| Employer contribution / active EE | $2,380 | $2,522-5.6% | $3,166-24.8% | $2,624-9.3% |
| Participant deferral / active EE | $4,377 | $4,321+1.3% | $5,008-12.6% | $4,348+0.7% |
| Admin fee / account holder | $127 | $2,216-94.3% | $11,024-98.9% | $1,944-93.5% |