Filed September 14, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNITED PLANNERS FINANCIAL Service code 26 · EIN 86-0588303 | Advisory (Participants) | $24,014 |
THE PENSION DESIGN GROUP1 year Service code 15 · EIN 46-2028188 | Recordkeeping | $14,192 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $4,989 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,983 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,727 | $61,166-40.0% | $185,837-80.2% | $79,393-53.7% |
| Participation rate | 93.6% | 66.6%+27.0pp | 81.7%+11.9pp | 70.7%+22.9pp |
| Annual return | 31.01% | 19.45%+11.6pp | 122.08%-91.1pp | 116.87%-85.9pp |
| Employer contribution / active EE | $3,811 | $2,321+64.2% | $5,168-26.3% | $2,428+57.0% |
| Participant deferral / active EE | $3,484 | $2,789+24.9% | $5,568-37.4% | $4,046-13.9% |
| Admin fee / account holder | $296 | $710-58.3% | $16,241-98.2% | $627-52.8% |