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| Provider | Service type | Compensation |
|---|---|---|
UNITED INCOME2 years Service code 27 · EIN 81-2922803 | Advisory (Plan) | $0 |
Annual investment return 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 | $124,981 | $58,895+112.2% | $178,503-30.0% | $73,497+70.0% |
| Participation rate | 97.4% | 66.2%+31.2pp | 81.9%+15.5pp | 70.7%+26.8pp |
| Annual return | 10.17% | 24.86%-14.7pp | 151.12%-140.9pp | 28.51%-18.3pp |
| Employer contribution / active EE | $5,497 | $2,236+145.9% | $5,011+9.7% | $2,270+142.2% |
| Participant deferral / active EE | $3,738 | $2,567+45.6% | $5,202-28.1% | $3,740-0.1% |
| Admin fee / account holder | $177 | $400-55.9% | $13,987-98.7% | $513-65.6% |