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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2 years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,325 |
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,718 | $136,307-76.7% | $177,848-82.2% | $73,497-56.8% |
| Participation rate | 79.8% | 86.1%-6.3pp | 87.7%-7.9pp | 70.7%+9.1pp |
| Annual return | 13.62% | 18.68%-5.1pp | 48.33%-34.7pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,562 | $3,712-57.9% | $5,919-73.6% | $2,270-31.2% |
| Participant deferral / active EE | $1,013 | $5,829-82.6% | $7,714-86.9% | $3,740-72.9% |
| Admin fee / account holder | $14 | $596-97.6% | $12,431-99.9% | $513-97.3% |