Filed September 14, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNITED PLANNERS FINANCIAL Service code 27 · EIN 86-0588303 | Advisory (Plan) | $30,944 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,487 |
THE PENSION DESIGN GROUP2 years Service code 15 · EIN 46-2028188 | Recordkeeping | $2,886 |
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 | $30,539 | $65,092-53.1% | $143,799-78.8% | $66,938-54.4% |
| Participation rate | 95.4% | 65.2%+30.2pp | 80.3%+15.1pp | 69.8%+25.6pp |
| Annual return | -18.01% | -11.14%-6.9pp | -0.04%-18.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $4,658 | $2,362+97.3% | $4,952-5.9% | $2,545+83.0% |
| Participant deferral / active EE | $4,017 | $2,920+37.6% | $5,638-28.8% | $4,238-5.2% |
| Admin fee / account holder | $218 | $502-56.7% | $14,677-98.5% | $594-63.3% |