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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1+ years Filed as: MUTUAL OF OMAHA INVESTOR SERVICES 1 Service code 55 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Other Commissions | $2 |
E.A.I.C.A.1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Service code 99 1801 CALIFORNIA ST 23RD FLOOR · DENVER, CO 80202 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $823 | $175,257-99.5% | $149,717-99.5% | $139,456-99.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 166.70%-166.7pp | 134.41%-134.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $379 | $5,477-93.1% | $4,820-92.1% | $4,753-92.0% |
| Participant deferral / active EE | $444 | $6,521-93.2% | $5,682-92.2% | $6,711-93.4% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |