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| Provider | Service type | Compensation |
|---|---|---|
UNITED ADVISORS GROUP1 year Filed as: UNITED ADVISORS GROUP, LLC Service code 28 · EIN 92-0970980 36 ROLLING HILLS DR. · CINCINNATI, OH 452150000 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,900 | $40,435-68.1% | $80,627-84.0% | $74,460-82.7% |
| Participation rate | 41.7% | 47.4%-5.6pp | 67.0%-25.3pp | 70.7%-29.0pp |
| Annual return | 29.83% | 165.19%-135.4pp | 936.76%-906.9pp | 34.38%-4.5pp |
| Employer contribution / active EE | $1,367 | $1,498-8.7% | $2,723-49.8% | $2,638-48.2% |
| Participant deferral / active EE | $2,304 | $2,673-13.8% | $4,443-48.1% | $4,530-49.1% |
| Admin fee / account holder | $116 | $721-83.9% | $5,381-97.8% | $348-66.6% |