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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2 years Service code 15 · EIN 47-0322111 | Recordkeeping | $575 |
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).
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 | $32,457 | $52,293-37.9% | $178,499-81.8% | $73,412-55.8% |
| Participation rate | 8.3% | 65.3%-57.0pp | 81.9%-73.6pp | 72.2%-63.8pp |
| Annual return | 12.37% | 34.75%-22.4pp | 151.10%-138.7pp | 59.30%-46.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $254 | $2,332-89.1% | $5,202-95.1% | $3,806-93.3% |
| Admin fee / account holder | $10 | $127-91.8% | $13,986-99.9% | $158-93.4% |