Filed March 18, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA9+ years Filed as: UNITED OF OMAHA LIFE INSURANCE CO Service code 13 · EIN 47-0322111 | Contract Administrator | $287,871 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 7.49% | 11.26%-3.8pp | 12.68%-5.2pp | 37.77%-30.3pp |
| Employer contribution / active EE | $0 | $10,658-100.0% | $41,626-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |