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| Provider | Service type | Compensation |
|---|---|---|
UNITED 401K PLANS, INC.2 years Service code 14 · EIN 20-5321813 | Plan Administrator | $7,326 |
Filed as: GLOBAL RRETIREMENT PARTNER, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $4,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,102 | $106,264-86.7% | $147,117-90.4% | $77,762-81.9% |
| Participation rate | 56.9% | 78.4%-21.5pp | 82.2%-25.3pp | 70.6%-13.7pp |
| Annual return | 47.42% | 56.94%-9.5pp | 420.54%-373.1pp | 31.27%+16.2pp |
| Employer contribution / active EE | $1,163 | $4,074-71.4% | $4,932-76.4% | $2,728-57.4% |
| Participant deferral / active EE | $2,504 | $8,003-68.7% | $8,065-69.0% | $4,651-46.2% |
| Admin fee / account holder | $91 | $334-72.8% | $12,993-99.3% | $433-79.0% |