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| Provider | Service type | Compensation |
|---|---|---|
UNITED RETIREMENT INC1 year Filed as: UNITED RETIREMENT INC. Service code 13 4000 CRUMS MILL ROAD · HARRISBURG, PA 17112 | Contract Administrator | $1,732 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $295 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,667 | $52,467-87.3% | $57,196-88.3% | $55,167-87.9% |
| Participation rate | 45.8% | 75.8%-30.0pp | 75.3%-29.5pp | 69.0%-23.2pp |
| Annual return | 5.90% | 7.72%-1.8pp | 14.59%-8.7pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $940 | $2,830-66.8% | $3,096-69.7% | $3,054-69.2% |
| Admin fee / account holder | $20 | $269-92.4% | $3,141-99.4% | $504-96.0% |