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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2 years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,751 | $63,768+14.1% | $98,483-26.1% | $79,391-8.4% |
| Participation rate | 44.6% | 69.9%-25.3pp | 73.3%-28.7pp | 70.7%-26.1pp |
| Annual return | 13.24% | 626.18%-612.9pp | 1494.38%-1481.1pp | 116.88%-103.6pp |
| Employer contribution / active EE | $794 | $2,558-69.0% | $2,961-73.2% | $2,428-67.3% |
| Participant deferral / active EE | $2,110 | $3,305-36.2% | $4,276-50.7% | $4,046-47.9% |
| Admin fee / account holder | $17 | $516-96.7% | $5,953-99.7% | $627-97.3% |