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| Provider | Service type | Compensation |
|---|---|---|
UNITED 401K PLANS, INC.3 years Filed as: UNITED 401K PLANS INC. Service code 13 · EIN 20-5321813 | Contract Administrator | $15,965 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,242 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,410 | $55,457-52.4% | $76,119-65.3% | $77,736-66.0% |
| Participation rate | 99.3% | 63.6%+35.7pp | 69.1%+30.3pp | 70.6%+28.8pp |
| Annual return | -4.16% | 17.09%-21.3pp | 361.25%-365.4pp | 31.26%-35.4pp |
| Employer contribution / active EE | $860 | $1,792-52.0% | $2,693-68.0% | $2,728-68.5% |
| Participant deferral / active EE | $777 | $3,454-77.5% | $4,259-81.7% | $4,651-83.3% |
| Admin fee / account holder | $47 | $411-88.7% | $6,421-99.3% | $433-89.3% |