Filed April 15, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 37 · EIN 25-1759623 545 METRO PLACE SOUTH, SUITE 240 · DUBLIN, OH 43017 | Loan Processing | $52,171 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. Service code 15 · EIN 04-1590850 100 BRIGHT MEADOW BOULEVARD · ENFIELD, CT 06082 | Recordkeeping | $8,716 |
Filed as: AMERIPRISE FINANCIAL SERVCIES Service code 71 | Brokerage Fees | $0 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 71 · EIN 41-0973005 3522 PAESSANOS PKWY · SAN ANTONIO, TX 78231 | Brokerage Fees | $0 |
Filed as: THE PENSION ALLIANCE Service code 55 · EIN 25-1759623 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $17,536 | $62,267-71.8% | $110,243-84.1% | $55,725-68.5% |
| Participation rate | 72.5% | 78.1%-5.6pp | 79.8%-7.3pp | 70.9%+1.7pp |
| Annual return | -6.71% | -1.07%-5.6pp | 314.76%-321.5pp | 244.93%-251.6pp |
| Employer contribution / active EE | $931 | $1,941-52.0% | $3,827-75.7% | $2,078-55.2% |
| Participant deferral / active EE | $1,285 | $3,516-63.4% | $4,672-72.5% | $3,356-61.7% |
| Admin fee / account holder | $66 | $121-45.2% | $8,548-99.2% | $115-42.5% |