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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA4 years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,100 |
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 | $14,061 | $38,365-63.3% | $84,623-83.4% | $65,185-78.4% |
| Participation rate | 21.1% | 55.7%-34.6pp | 68.2%-47.2pp | 70.2%-49.1pp |
| Annual return | 20.68% | 32.00%-11.3pp | 258.77%-238.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $268 | $1,258-78.7% | $2,652-89.9% | $2,177-87.7% |
| Participant deferral / active EE | $402 | $2,278-82.4% | $3,899-89.7% | $3,514-88.6% |
| Admin fee / account holder | $14 | $451-97.0% | $4,913-99.7% | $847-98.4% |