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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA MARKETING CORPORATI Service code 49 · EIN 47-0709568 | Other Services | $12,061 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,806 |
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA INVESTOR SERVICES I Service code 49 · EIN 47-0770844 | Other Services | $5,567 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $124,102 | $75,183+65.1% | $123,894+0.2% | $55,167+125.0% |
| Participation rate | 89.4% | 72.8%+16.6pp | 81.4%+8.0pp | 69.0%+20.4pp |
| Annual return | 9.67% | 19.01%-9.3pp | 47.52%-37.8pp | 169.23%-159.6pp |
| Employer contribution / active EE | $23 | $2,823-99.2% | $4,617-99.5% | $1,963-98.8% |
| Participant deferral / active EE | $9,296 | $5,084+82.8% | $5,984+55.3% | $3,054+204.4% |
| Admin fee / account holder | $61 | $663-90.8% | $8,357-99.3% | $504-87.9% |