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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,975 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,606 | $88,042-82.3% | $138,135-88.7% | $79,856-80.5% |
| Participation rate | 57.3% | 71.4%-14.1pp | 78.7%-21.4pp | 69.6%-12.3pp |
| Annual return | 18.89% | 20.58%-1.7pp | 20.51%-1.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,180 | $3,103-62.0% | $5,587-78.9% | $2,471-52.2% |
| Participant deferral / active EE | $2,458 | $4,704-47.8% | $6,431-61.8% | $3,741-34.3% |
| Admin fee / account holder | $35 | $7,791-99.5% | $11,856-99.7% | $5,306-99.3% |