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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,150 |
UNITED OF OMAHA1+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,876 | $46,360-91.6% | $147,617-97.4% | $52,331-92.6% |
| Participation rate | 51.9% | 64.9%-13.0pp | 84.6%-32.7pp | 68.1%-16.2pp |
| Annual return | -2.33% | 1.62%-3.9pp | 61.98%-64.3pp | 4.54%-6.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $778 | $2,258-65.5% | $4,895-84.1% | $3,022-74.3% |
| Admin fee / account holder | $36 | $766-95.4% | $11,612-99.7% | $592-94.0% |