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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNITED PLANNERS Service code 28 · EIN 86-0588303 | Investment Management | $55,021 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $26,016 |
EVERS ROBINSON LTD3 years Service code 10 · EIN 86-0715183 | Accounting | $10,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,668 | $101,499+16.9% | $147,005-19.3% | $74,546+59.2% |
| Participation rate | 56.5% | 75.5%-19.0pp | 82.2%-25.7pp | 67.2%-10.7pp |
| Annual return | -3.95% | 8732.34%-8736.3pp | 418.76%-422.7pp | 1366.03%-1370.0pp |
| Employer contribution / active EE | $3,017 | $3,811-20.8% | $4,934-38.9% | $2,624+14.9% |
| Participant deferral / active EE | $7,087 | $7,304-3.0% | $8,070-12.2% | $4,347+63.0% |
| Admin fee / account holder | $870 | $1,748-50.2% | $13,006-93.3% | $1,944-55.2% |