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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA5+ years Service code 50 · EIN 47-0322111 | Direct Payment | $700 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,877 | $511,364-69.7% | $162,163-4.5% | - |
| Participation rate | 90.9% | 87.5%+3.4pp | 87.6%+3.4pp | - |
| Annual return | 22.36% | 18.01%+4.3pp | 115.59%-93.2pp | - |
| Employer contribution / active EE | $2,677 | $2,842-5.8% | $5,614-52.3% | - |
| Participant deferral / active EE | $4,137 | $5,219-20.7% | $7,298-43.3% | - |
| Admin fee / account holder | $6 | $22,911-100.0% | $10,843-99.9% | - |