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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,226 | $62,928-55.1% | $172,755-83.7% | $67,579-58.2% |
| Participation rate | 9.0% | 64.5%-55.4pp | 82.6%-73.6pp | 71.3%-62.2pp |
| Annual return | 20.36% | 30.36%-10.0pp | 802.94%-782.6pp | 378.56%-358.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $275 | $2,145-87.2% | $5,198-94.7% | $3,539-92.2% |
| Admin fee / account holder | $2 | $167-99.0% | $13,955-100.0% | $142-98.8% |