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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $800 |
UNITED OF OMAHA2+ 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.
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 | $4,614 | $46,732-90.1% | $156,551-97.1% | $55,167-91.6% |
| Participation rate | 48.7% | 65.8%-17.1pp | 84.0%-35.3pp | 69.0%-20.3pp |
| Annual return | 4.96% | 17.72%-12.8pp | 32.23%-27.3pp | 169.23%-164.3pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $623 | $2,204-71.7% | $4,871-87.2% | $3,054-79.6% |
| Admin fee / account holder | $27 | $418-93.6% | $13,028-99.8% | $504-94.7% |