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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $900 |
UNITED OF OMAHA3+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,337 | $67,411-43.1% | $91,001-57.9% | $70,131-45.3% |
| Participation rate | 68.9% | 71.4%-2.5pp | 75.6%-6.7pp | 69.5%-0.7pp |
| Annual return | 4.80% | -40.16%+45.0pp | 4.60%+0.2pp | 73.14%-68.3pp |
| Employer contribution / active EE | $1,467 | $1,786-17.9% | $2,456-40.3% | $2,342-37.4% |
| Participant deferral / active EE | $2,589 | $2,823-8.3% | $3,547-27.0% | $3,332-22.3% |
| Admin fee / account holder | $36 | $4,236-99.2% | $5,417-99.3% | $4,645-99.2% |