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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,466 | $51,466-66.1% | $78,778-77.8% | $62,292-72.0% |
| Participation rate | 67.3% | 59.8%+7.5pp | 69.2%-1.9pp | 69.5%-2.2pp |
| Annual return | 18.44% | 19.96%-1.5pp | 35.62%-17.2pp | 28.90%-10.5pp |
| Employer contribution / active EE | $592 | $827-28.4% | $1,986-70.2% | $2,042-71.0% |
| Participant deferral / active EE | $2,119 | $2,147-1.3% | $2,958-28.4% | $3,169-33.1% |
| Admin fee / account holder | $13 | $489-97.4% | $5,134-99.8% | $479-97.4% |