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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 | $101,653+16.7% | $147,080-19.3% | $74,459+59.4% |
| Participation rate | 56.5% | 75.6%-19.1pp | 82.2%-25.7pp | 67.2%-10.7pp |
| Annual return | -3.95% | 8754.98%-8758.9pp | 420.17%-424.1pp | 1369.70%-1373.7pp |
| Employer contribution / active EE | $3,017 | $3,813-20.9% | $4,933-38.9% | $2,626+14.9% |
| Participant deferral / active EE | $7,087 | $7,304-3.0% | $8,066-12.1% | $4,350+62.9% |
| Admin fee / account holder | $870 | $1,752-50.3% | $12,989-93.3% | $1,945-55.3% |