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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $6,445 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,886 | $56,640-73.7% | $78,002-80.9% | $55,167-73.0% |
| Participation rate | 39.3% | 73.3%-34.1pp | 75.5%-36.3pp | 69.0%-29.7pp |
| Annual return | 6.98% | 2868.48%-2861.5pp | 425.99%-419.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $435 | $1,724-74.8% | $2,470-82.4% | $1,963-77.8% |
| Participant deferral / active EE | $1,106 | $2,778-60.2% | $3,497-68.4% | $3,054-63.8% |
| Admin fee / account holder | $56 | $467-88.1% | $5,481-99.0% | $504-89.0% |