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| Provider | Service type | Compensation |
|---|---|---|
UNITED 401(K) PLANS, INC.7+ years Service code 14 · EIN 20-5321813 | Plan Administrator | $843,516 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $270,468 |
UMA FINANCIAL SERVICES INC2 years Filed as: UMA FINANCIAL SERVICES Service code 27 310 EAST 4500 SOUTH #550 · MURRAY, UT 84107 | Advisory (Plan) | $31,796 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,726 | $114,842-70.6% | $159,495-78.9% | $101,555-66.8% |
| Participation rate | 73.4% | 71.6%+1.8pp | 82.8%-9.4pp | 74.5%-1.1pp |
| Annual return | 22.38% | 22.90%-0.5pp | 263.72%-241.3pp | 21.00%+1.4pp |
| Employer contribution / active EE | $1,117 | $3,203-65.1% | $4,831-76.9% | $2,972-62.4% |
| Participant deferral / active EE | $2,875 | $6,336-54.6% | $7,354-60.9% | $4,874-41.0% |
| Admin fee / account holder | $187 | $80+133.2% | $10,804-98.3% | $139+34.4% |