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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $1,375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,628 | $99,957-60.4% | $149,730-73.5% | $73,493-46.1% |
| Participation rate | 86.1% | 75.7%+10.4pp | 82.5%+3.7pp | 70.7%+15.5pp |
| Annual return | 41.49% | 53.87%-12.4pp | 276.70%-235.2pp | 28.51%+13.0pp |
| Employer contribution / active EE | $1,462 | $3,191-54.2% | $4,645-68.5% | $2,270-35.6% |
| Participant deferral / active EE | $3,304 | $6,073-45.6% | $6,843-51.7% | $3,740-11.7% |
| Admin fee / account holder | $3 | $551-99.4% | $9,310-100.0% | $513-99.4% |