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| Provider | Service type | Compensation |
|---|---|---|
UNITED 401K PLANS, INC.2 years Service code 14 · EIN 20-5321813 | Plan Administrator | $8,723 |
Filed as: GLOBAL RRETIREMENT PARTNER, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $3,414 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,842 | $101,672-64.7% | $147,117-75.6% | $74,478-51.9% |
| Participation rate | 43.3% | 75.5%-32.2pp | 82.2%-38.9pp | 67.2%-23.9pp |
| Annual return | 9.58% | 8757.83%-8748.2pp | 420.54%-411.0pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $543 | $3,813-85.8% | $4,932-89.0% | $2,626-79.3% |
| Participant deferral / active EE | $1,445 | $7,305-80.2% | $8,065-82.1% | $4,350-66.8% |
| Admin fee / account holder | $2,849 | $1,753+62.5% | $12,993-78.1% | $1,946+46.4% |