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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,716 | $69,383-16.8% | $101,271-43.0% | $73,493-21.5% |
| Participation rate | 47.5% | 68.4%-20.8pp | 75.8%-28.3pp | 70.7%-23.2pp |
| Annual return | 16.68% | 18.46%-1.8pp | 46.48%-29.8pp | 28.51%-11.8pp |
| Employer contribution / active EE | $2,053 | $2,628-21.9% | $3,660-43.9% | $2,270-9.5% |
| Participant deferral / active EE | $3,695 | $3,301+12.0% | $4,371-15.5% | $3,740-1.2% |
| Admin fee / account holder | $6 | $704-99.2% | $5,948-99.9% | $513-98.9% |