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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA3 years Filed as: MUTUAL OF OMAHA MARKETING CORPORATI Service code 49 · EIN 47-0709568 | Other Services | $13,047 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,740 |
UNITED OF OMAHA3 years Filed as: MUTUAL OF OMAHA INVESTOR SERVICES I Service code 49 · EIN 47-0770844 | Other Services | $8,663 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $108,884 | $73,102+48.9% | $123,553-11.9% | $56,289+93.4% |
| Participation rate | 85.4% | 74.3%+11.1pp | 82.3%+3.1pp | 69.9%+15.5pp |
| Annual return | -5.32% | 3.01%-8.3pp | 119.21%-124.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,487 | $5,423+75.0% | $6,426+47.6% | $3,350+183.2% |
| Admin fee / account holder | $54 | $554-90.3% | $9,284-99.4% | $521-89.7% |