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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA INVESTOR SERVICES Service code 55 · EIN 47-0770844 | Other Commissions | $10,325 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $61,151 | $59,535+2.7% | $90,161-32.2% | $62,293-1.8% |
| Participation rate | 60.0% | 73.0%-13.0pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 21.46% | 23.53%-2.1pp | 34.89%-13.4pp | 28.90%-7.4pp |
| Employer contribution / active EE | $2,502 | $1,826+37.0% | $3,318-24.6% | $2,042+22.5% |
| Participant deferral / active EE | $7,240 | $4,639+56.1% | $5,287+36.9% | $3,169+128.5% |
| Admin fee / account holder | $58 | $337-82.8% | $5,943-99.0% | $479-87.9% |