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 OMAHA1+ years Service code 15 · EIN 47-0322111 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,879 | $38,925-59.2% | $73,836-78.5% | $55,191-71.2% |
| Participation rate | 54.2% | 66.0%-11.8pp | 73.4%-19.2pp | 69.2%-15.0pp |
| Annual return | -2.93% | 6.31%-9.2pp | 2268.06%-2271.0pp | 10.78%-13.7pp |
| Employer contribution / active EE | $388 | $1,695-77.1% | $2,787-86.1% | $1,899-79.6% |
| Participant deferral / active EE | $945 | $2,351-59.8% | $3,583-73.6% | $3,046-69.0% |
| Admin fee / account holder | $0 | $83-100.0% | $4,882-100.0% | $91-100.0% |