Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UNIGLOBAL PENSION PLANNING, INC.1+ years Service code 13 4114 LEGATO ROAD SUITE 300 · FAIRFAX, VA 22033 | Contract Administrator | $8,989 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $190 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,985 | $54,717-61.6% | $86,216-75.7% | $71,511-70.7% |
| Participation rate | 99.1% | 60.1%+39.0pp | 69.0%+30.2pp | 67.9%+31.2pp |
| Annual return | 0.00% | 20.07%-20.1pp | 1169.42%-1169.4pp | 28.86%-28.9pp |
| Employer contribution / active EE | $2,753 | $1,267+117.3% | $2,382+15.6% | $2,589+6.3% |
| Participant deferral / active EE | $3,979 | $3,110+27.9% | $3,986-0.2% | $4,291-7.3% |
| Admin fee / account holder | $16 | $1,922-99.2% | $6,853-99.8% | $1,588-99.0% |