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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNITED PENSION DESIGNS, LLC Service code 13 5450 BRUCE B. DOWNS BLVD - STE 350 · WESLEY CHAPEL, FL 33544 | Contract Administrator | $7,750 |
Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $3,633 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPERATIONS COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,436 | $55,446-41.5% | $155,574-79.2% | $74,429-56.4% |
| Participation rate | 38.5% | 61.9%-23.4pp | 78.2%-39.8pp | 67.2%-28.8pp |
| Annual return | 13.88% | 269.20%-255.3pp | 64.87%-51.0pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $1,020 | $2,266-55.0% | $4,676-78.2% | $2,625-61.2% |
| Participant deferral / active EE | $1,086 | $2,836-61.7% | $5,629-80.7% | $4,348-75.0% |
| Admin fee / account holder | $225 | $1,743-87.1% | $15,914-98.6% | $1,944-88.4% |