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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,950 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,215 | $98,776-94.7% | $149,745-96.5% | $79,856-93.5% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 28.93% | 27.38%+1.6pp | 276.72%-247.8pp | 31.71%-2.8pp |
| Employer contribution / active EE | $1,541 | $3,217-52.1% | $4,646-66.8% | $2,471-37.7% |
| Participant deferral / active EE | $1,408 | $5,681-75.2% | $6,843-79.4% | $3,741-62.4% |
| Admin fee / account holder | $19 | $6,053-99.7% | $9,312-99.8% | $5,306-99.6% |