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| Provider | Service type | Compensation |
|---|---|---|
UNITED RETIREMENT INC3+ years Service code 13 PO BOX 638749 · CINCINNATI, OH 45263 | Contract Administrator | $5,195 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $47,317 | $71,192-33.5% | $117,860-59.9% | $62,293-24.0% |
| Participation rate | 90.5% | 74.2%+16.3pp | 79.7%+10.8pp | 69.5%+21.0pp |
| Annual return | 18.22% | 18.66%-0.4pp | 335.10%-316.9pp | 28.90%-10.7pp |
| Employer contribution / active EE | $2,128 | $1,934+10.0% | $3,786-43.8% | $2,042+4.2% |
| Participant deferral / active EE | $2,164 | $3,189-32.2% | $4,482-51.7% | $3,169-31.7% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |