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| Provider | Service type | Compensation |
|---|---|---|
UNITED 401(K) PLANS, INC.6+ years Service code 14 · EIN 20-5321813 | Plan Administrator | $687,353 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $200,293 |
Filed as: UMA FINANCIAL SERVICES Service code 27 310 EAST 4500 SOUTH #550 · MURRAY, UT 84107 | Advisory (Plan) | $14,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,670 | $108,759-72.7% | $149,751-80.2% | $93,223-68.2% |
| Participation rate | 55.9% | 70.7%-14.8pp | 82.5%-26.6pp | 74.9%-19.0pp |
| Annual return | 9.59% | 19.53%-9.9pp | 276.71%-267.1pp | 19.29%-9.7pp |
| Employer contribution / active EE | $919 | $2,777-66.9% | $4,646-80.2% | $2,680-65.7% |
| Participant deferral / active EE | $2,016 | $6,149-67.2% | $6,843-70.5% | $4,563-55.8% |
| Admin fee / account holder | $186 | $81+129.9% | $9,312-98.0% | $79+134.5% |