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| Provider | Service type | Compensation |
|---|---|---|
PARKLAND SECURITIES LLC1 year Filed as: PARKLAND SECURITIES, INC. Service code 22 | Insurance Broker | $12,091 |
UNITED RETIREMENT INC9 years Filed as: UNITED RETIREMENT, INC. Service code 22 | Insurance Broker | $1,511 |
UNITED RETIREMENT INC1 year Filed as: UNITED RETIREMENT Service code 22 · EIN 25-1759623 P.O. BOX 734602 · CHICAGO, IL 606734602 | Insurance Broker | $1,075 |
PARKLAND SECURITIES LLC8 years Filed as: PARKLAND SECURITIES Service code 22 · EIN 74-3010408 300 PARKLAND PLACE · ANN HARBOR, MI 48103 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,903 | $45,343+10.1% | $150,298-66.8% | $67,986-26.6% |
| Participation rate | 52.9% | 51.9%+1.0pp | 77.8%-24.9pp | 57.2%-4.3pp |
| Annual return | 8.16% | 33.28%-25.1pp | 62.79%-54.6pp | 31.67%-23.5pp |
| Employer contribution / active EE | $1,473 | $1,462+0.7% | $4,154-64.5% | $2,019-27.0% |
| Participant deferral / active EE | $3,550 | $2,055+72.8% | $5,453-34.9% | $3,358+5.7% |
| Admin fee / account holder | $94 | $2,250-95.8% | $14,116-99.3% | $3,203-97.1% |