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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA6+ 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.
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 | $14,355 | $72,352-80.2% | $142,516-89.9% | $71,529-79.9% |
| Participation rate | 67.8% | 71.7%-3.9pp | 76.8%-9.0pp | 67.9%-0.2pp |
| Annual return | 20.40% | 21.17%-0.8pp | 20.03%+0.4pp | 28.97%-8.6pp |
| Employer contribution / active EE | $1,632 | $3,800-57.0% | $4,849-66.3% | $2,590-37.0% |
| Participant deferral / active EE | $2,294 | $5,288-56.6% | $6,280-63.5% | $4,291-46.5% |
| Admin fee / account holder | $15 | $1,438-98.9% | $10,008-99.8% | $1,588-99.0% |