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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA7+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $20,850 |
WRIGHT FORD YOUNG & CO2 years Service code 10 16140 SAND CANYON AVE · IRVINE, CA 92618 | Accounting | $13,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,969 | $62,723+22.7% | $142,898-46.1% | $86,821-11.3% |
| Participation rate | 34.1% | 62.6%-28.5pp | 72.0%-37.9pp | 72.3%-38.2pp |
| Annual return | 12.16% | 17.62%-5.5pp | 5639.64%-5627.5pp | 97.94%-85.8pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $4,146-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $995 | $3,039-67.3% | $3,838-74.1% | $4,132-75.9% |
| Admin fee / account holder | $69 | $140-50.4% | $6,560-98.9% | $170-59.1% |