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| Provider | Service type | Compensation |
|---|---|---|
UNITED 401(K) PLANS, INC.4+ years Service code 14 · EIN 20-5321813 | Plan Administrator | $472,498 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $391,352 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $111,610 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,665 | $83,812-77.7% | $123,553-84.9% | $68,904-72.9% |
| Participation rate | 72.2% | 77.0%-4.8pp | 82.3%-10.1pp | 74.1%-1.9pp |
| Annual return | -3.33% | 0.60%-3.9pp | 119.21%-122.5pp | 1.07%-4.4pp |
| Employer contribution / active EE | $718 | $2,924-75.4% | $4,628-84.5% | $2,540-71.7% |
| Participant deferral / active EE | $2,081 | $5,609-62.9% | $6,426-67.6% | $4,015-48.2% |
| Admin fee / account holder | $165 | $65+154.6% | $9,284-98.2% | $71+131.8% |