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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA3+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,749 | $105,200-91.7% | $159,474-94.5% | $85,847-89.8% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.8%+12.6pp | 69.3%+26.1pp |
| Annual return | 12.69% | 45.08%-32.4pp | 263.68%-251.0pp | 318.61%-305.9pp |
| Employer contribution / active EE | $1,946 | $3,319-41.4% | $4,831-59.7% | $2,565-24.1% |
| Participant deferral / active EE | $1,517 | $5,946-74.5% | $7,353-79.4% | $3,952-61.6% |
| Admin fee / account holder | $23 | $6,934-99.7% | $10,802-99.8% | $6,261-99.6% |