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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2 years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,200 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,592 | $46,173-85.7% | $170,436-96.1% | $69,631-90.5% |
| Participation rate | 60.7% | 63.9%-3.2pp | 83.6%-22.9pp | 70.7%-10.0pp |
| Annual return | 21.65% | 21.62%0pp | 205.94%-184.3pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $642 | $1,610-60.1% | $5,433-88.2% | $2,032-68.4% |
| Participant deferral / active EE | $974 | $2,080-53.2% | $4,939-80.3% | $3,224-69.8% |
| Admin fee / account holder | $6 | $116-94.8% | $13,880-100.0% | $110-94.5% |