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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2 years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,764 | $71,534-31.8% | $98,462-50.5% | $71,529-31.8% |
| Participation rate | 83.5% | 72.7%+10.8pp | 75.2%+8.3pp | 67.9%+15.5pp |
| Annual return | 17.71% | 32.44%-14.7pp | 21.17%-3.5pp | 28.97%-11.3pp |
| Employer contribution / active EE | $1,980 | $2,399-17.5% | $3,049-35.0% | $2,590-23.5% |
| Participant deferral / active EE | $3,696 | $4,109-10.0% | $4,738-22.0% | $4,291-13.9% |
| Admin fee / account holder | $23 | $1,677-98.6% | $8,875-99.7% | $1,588-98.5% |