Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Participant loan processing; Recordke... | $21,421 |
UNITED OF OMAHA10+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $6,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,213 | $58,911+15.8% | $129,384-47.3% | $77,736-12.3% |
| Participation rate | 36.0% | 59.4%-23.4pp | 69.6%-33.7pp | 70.6%-34.6pp |
| Annual return | 11.40% | 24.75%-13.3pp | 9461.77%-9450.4pp | 31.26%-19.9pp |
| Employer contribution / active EE | $367 | $1,955-81.2% | $4,153-91.2% | $2,728-86.6% |
| Participant deferral / active EE | $1,463 | $3,220-54.6% | $4,166-64.9% | $4,651-68.5% |
| Admin fee / account holder | $70 | $592-88.1% | $7,686-99.1% | $433-83.7% |