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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2 years Filed as: MUTUAL OF OMAHA MARKETING CORPORATI Service code 49 · EIN 47-0709568 | Other Services | $11,972 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,078 |
UNITED OF OMAHA2 years Filed as: MUTUAL OF OMAHA INVESTOR SERVICES I Service code 49 · EIN 47-0770844 | Other Services | $7,169 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $134,485 | $80,753+66.5% | $136,298-1.3% | $62,293+115.9% |
| Participation rate | 86.7% | 73.5%+13.2pp | 81.9%+4.8pp | 69.5%+17.2pp |
| Annual return | 21.46% | 35.83%-14.4pp | 5156.27%-5134.8pp | 28.90%-7.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,891 | $5,164+72.2% | $6,247+42.3% | $3,169+180.6% |
| Admin fee / account holder | $56 | $525-89.3% | $9,244-99.4% | $479-88.2% |