Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UNITED 401K PLANS, INC.1 year Service code 14 · EIN 20-5321813 | Plan Administrator | $3,487 |
Filed as: GLOBAL RRETIREMENT PARTNER, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $1,469 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,984 | $91,474-93.5% | $135,982-95.6% | $71,529-91.6% |
| Participation rate | 65.5% | 75.7%-10.2pp | 81.9%-16.4pp | 67.9%-2.4pp |
| Annual return | 1941.56% | 29.89%+1911.7pp | 68.32%+1873.2pp | 28.97%+1912.6pp |
| Employer contribution / active EE | $918 | $3,705-75.2% | $4,859-81.1% | $2,590-64.6% |
| Participant deferral / active EE | $2,090 | $7,095-70.5% | $7,760-73.1% | $4,291-51.3% |
| Admin fee / account holder | $206 | $1,267-83.8% | $10,767-98.1% | $1,588-87.0% |