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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,807 | $32,425-35.8% | $74,577-72.1% | $55,167-62.3% |
| Participation rate | 52.4% | 54.0%-1.6pp | 68.1%-15.7pp | 69.0%-16.6pp |
| Annual return | 10.57% | 10.63%-0.1pp | 20.47%-9.9pp | 169.23%-158.7pp |
| Employer contribution / active EE | $109 | $1,043-89.6% | $2,525-95.7% | $1,963-94.5% |
| Participant deferral / active EE | $1,399 | $1,995-29.9% | $3,458-59.5% | $3,054-54.2% |
| Admin fee / account holder | $18 | $748-97.6% | $4,138-99.6% | $504-96.4% |