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 |
|---|---|---|
UNITED OF OMAHA2 years Service code 15 · EIN 47-0322111 | Recordkeeping | $775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,936 | $36,767-7.7% | $81,473-58.3% | $62,293-45.5% |
| Participation rate | 12.8% | 54.4%-41.6pp | 68.0%-55.1pp | 69.5%-56.7pp |
| Annual return | 16.42% | 173.80%-157.4pp | 38.78%-22.4pp | 28.90%-12.5pp |
| Employer contribution / active EE | $195 | $1,128-82.7% | $2,568-92.4% | $2,042-90.4% |
| Participant deferral / active EE | $266 | $2,111-87.4% | $3,537-92.5% | $3,169-91.6% |
| Admin fee / account holder | $27 | $797-96.6% | $4,561-99.4% | $479-94.4% |