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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $35,877 |
Filed as: UNITED PLANNERS FINANCIAL SERV Service code 26 · EIN 86-0588303 | Advisory (Participants) | $24,053 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,103 | $75,962-59.1% | $154,111-79.8% | $64,173-51.5% |
| Participation rate | 63.6% | 70.4%-6.8pp | 83.0%-19.4pp | 69.6%-5.9pp |
| Annual return | -3.06% | 30.32%-33.4pp | 735.18%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $783 | $3,350-76.6% | $5,298-85.2% | $2,381-67.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $191 | $5,589-96.6% | $13,411-98.6% | $4,887-96.1% |