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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $175 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,787 | $42,548-84.0% | $74,551-90.9% | $56,289-87.9% |
| Participation rate | 16.4% | 60.5%-44.1pp | 69.1%-52.8pp | 69.9%-53.5pp |
| Annual return | 0.00% | 12.40%-12.4pp | 32.53%-32.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $527 | $2,277-76.9% | $3,108-83.0% | $3,350-84.3% |
| Admin fee / account holder | $7 | $467-98.6% | $5,059-99.9% | $521-98.7% |