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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $3,675 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,392 | $80,983+30.1% | $96,544+9.2% | $75,177+40.2% |
| Participation rate | 90.2% | 71.8%+18.4pp | 76.0%+14.2pp | 67.2%+23.0pp |
| Annual return | 19.76% | 27.05%-7.3pp | 25.88%-6.1pp | 160.75%-141.0pp |
| Employer contribution / active EE | $1,892 | $2,282-17.1% | $2,966-36.2% | $2,671-29.2% |
| Participant deferral / active EE | $4,587 | $3,929+16.8% | $4,851-5.4% | $4,126+11.2% |
| Admin fee / account holder | $185 | $6,717-97.2% | $8,254-97.8% | $5,651-96.7% |