Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA8+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $9,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $14,718 | $47,898-69.3% | $117,529-87.5% | $64,824-77.3% |
| Participation rate | 66.6% | 61.9%+4.7pp | 70.6%-4.0pp | 71.5%-4.9pp |
| Annual return | -15.71% | -15.54%-0.2pp | 29.77%-45.5pp | 32.84%-48.6pp |
| Employer contribution / active EE | $318 | $1,774-82.1% | $4,179-92.4% | $2,507-87.3% |
| Participant deferral / active EE | $1,059 | $3,151-66.4% | $4,072-74.0% | $4,311-75.4% |
| Admin fee / account holder | $28 | $132-78.4% | $5,645-99.5% | $188-84.9% |