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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $25,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,083 | $47,648+36.6% | $130,660-50.2% | $67,582-3.7% |
| Participation rate | 43.7% | 60.4%-16.7pp | 71.7%-28.1pp | 71.3%-27.6pp |
| Annual return | 20.15% | 25.73%-5.6pp | 1709.29%-1689.1pp | 378.57%-358.4pp |
| Employer contribution / active EE | $804 | $1,408-42.9% | $4,092-80.4% | $2,148-62.6% |
| Participant deferral / active EE | $1,186 | $2,616-54.7% | $3,603-67.1% | $3,539-66.5% |
| Admin fee / account holder | $48 | $105-54.4% | $5,463-99.1% | $142-66.4% |