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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,350 | $52,953-67.2% | $172,739-90.0% | $65,185-73.4% |
| Participation rate | 41.4% | 66.2%-24.8pp | 82.6%-41.2pp | 70.2%-28.8pp |
| Annual return | 5.26% | 30.12%-24.9pp | 802.84%-797.6pp | 29.38%-24.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $842 | $2,471-65.9% | $5,198-83.8% | $3,514-76.0% |
| Admin fee / account holder | $11 | $472-97.6% | $13,954-99.9% | $847-98.7% |