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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1+ years Filed as: MUTUAL OF OMAHA INVESTOR SERVICES, Service code 99 | Other Fees | $136,983 |
UNITED OF OMAHA1+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $40,229 |
UNITED OF OMAHA1+ years Filed as: MUTUAL OF OMAHA INVESTOR SERVICES Service code 99 · EIN 47-0770844 | Other Fees | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $28,429 | $83,023-65.8% | $102,437-72.2% | $77,762-63.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 50.98% | 19.12%+31.9pp | 24.95%+26.0pp | 31.27%+19.7pp |
| Employer contribution / active EE | $854 | $3,552-76.0% | $3,871-77.9% | $2,728-68.7% |
| Participant deferral / active EE | $3,328 | $4,110-19.0% | $5,060-34.2% | $4,651-28.5% |
| Admin fee / account holder | $63 | $639-90.1% | $8,388-99.2% | $433-85.4% |