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| Provider | Service type | Compensation |
|---|---|---|
UNITED 401(K) PLANS, INC.8+ years Service code 14 · EIN 20-5321813 | Plan Administrator | $847,293 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $294,563 |
UMA FINANCIAL SERVICES INC3 years Filed as: UMA FINANCIAL SERVICES Service code 27 310 EAST 4500 SOUTH #550 · MURRAY, UT 84107 | Advisory (Plan) | $20,779 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,232 | $93,773-67.8% | $125,401-75.9% | $78,104-61.3% |
| Participation rate | 64.3% | 75.6%-11.3pp | 82.4%-18.1pp | 74.5%-10.2pp |
| Annual return | -12.27% | 277.78%-290.0pp | 572.53%-584.8pp | 10.90%-23.2pp |
| Employer contribution / active EE | $1,113 | $3,678-69.7% | $4,816-76.9% | $3,128-64.4% |
| Participant deferral / active EE | $2,867 | $6,971-58.9% | $7,448-61.5% | $5,089-43.7% |
| Admin fee / account holder | $189 | $67+182.1% | $10,008-98.1% | $79+139.3% |