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| Provider | Service type | Compensation |
|---|---|---|
UNITED 401(K)1 year Service code 14 · EIN 20-5321813 | Plan Administrator | $227,255 |
Filed as: GLOBAL RETIREMENT PARTNERS,LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $117,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,251 | $78,104-77.9% | $117,533-85.3% | $78,104-77.9% |
| Participation rate | 53.9% | 74.5%-20.6pp | 70.6%-16.7pp | 74.5%-20.6pp |
| Annual return | 3.90% | 10.90%-7.0pp | 29.77%-25.9pp | 10.90%-7.0pp |
| Employer contribution / active EE | $1,323 | $3,128-57.7% | $4,179-68.3% | $3,128-57.7% |
| Participant deferral / active EE | $2,767 | $5,089-45.6% | $4,072-32.1% | $5,089-45.6% |
| Admin fee / account holder | $104 | $79+31.8% | $5,647-98.2% | $79+31.8% |