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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNITED 401(K) PLANS INC Service code 13 682 E VINE ST #8 · MURRAY, UT 84107 | Contract Administrator | $9,219 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,359 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $5,586 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,216 | $89,282-59.4% | $94,679-61.7% | $74,440-51.3% |
| Participation rate | 48.2% | 82.4%-34.3pp | 80.8%-32.7pp | 70.7%-22.6pp |
| Annual return | 32.34% | 25.96%+6.4pp | 156.75%-124.4pp | 34.37%-2.0pp |
| Employer contribution / active EE | $9 | $3,022-99.7% | $3,673-99.8% | $2,638-99.7% |
| Participant deferral / active EE | $5,501 | $8,425-34.7% | $7,417-25.8% | $4,529+21.5% |
| Admin fee / account holder | $128 | $219-41.7% | $7,233-98.2% | $348-63.3% |