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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,569 | $49,138-74.4% | $84,023-85.0% | $65,186-80.7% |
| Participation rate | 15.1% | 60.7%-45.6pp | 69.0%-53.9pp | 70.2%-55.1pp |
| Annual return | 25.80% | 23.00%+2.8pp | 71.32%-45.5pp | 29.39%-3.6pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $715 | $2,397-70.2% | $3,239-77.9% | $3,514-79.7% |
| Admin fee / account holder | $4 | $543-99.2% | $6,102-99.9% | $847-99.5% |