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 | Securities brokerage; Direct payment ... | $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 | $78,636-28.3% | $105,607-46.6% | $74,459-24.3% |
| Participation rate | 90.2% | 72.8%+17.4pp | 75.3%+14.9pp | 67.2%+22.9pp |
| Annual return | 24.68% | 15.96%+8.7pp | 116.11%-91.4pp | 1369.70%-1345.0pp |
| Employer contribution / active EE | $2,380 | $2,523-5.7% | $3,167-24.8% | $2,626-9.3% |
| Participant deferral / active EE | $4,377 | $4,322+1.3% | $5,011-12.7% | $4,350+0.6% |
| Admin fee / account holder | $127 | $2,220-94.3% | $10,958-98.8% | $1,945-93.5% |