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| Provider | Service type | Compensation |
|---|---|---|
UNITED 401(K) PLANS, INC.5+ years Service code 14 · EIN 20-5321813 | Plan Administrator | $686,763 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $195,504 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,495 | $95,048-76.3% | $141,200-84.1% | $82,204-72.6% |
| Participation rate | 73.0% | 73.7%-0.7pp | 82.5%-9.5pp | 73.4%-0.4pp |
| Annual return | 15.91% | 26.89%-11.0pp | 71.41%-55.5pp | 26.31%-10.4pp |
| Employer contribution / active EE | $1,081 | $2,921-63.0% | $4,736-77.2% | $2,707-60.1% |
| Participant deferral / active EE | $2,625 | $5,907-55.6% | $6,710-60.9% | $4,246-38.2% |
| Admin fee / account holder | $154 | $78+98.7% | $10,265-98.5% | $76+104.2% |