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| Provider | Service type | Compensation |
|---|---|---|
UNITED 401(K) PLANS, INC.9+ years Service code 14 · EIN 20-5321813 | Plan Administrator | $965,754 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $323,984 |
UMA FINANCIAL SERVICES INC4 years Filed as: UMA FINANCIAL SERVICES Service code 27 310 EAST 4500 SOUTH #550 · MURRAY, UT 84107 | Advisory (Plan) | $14,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,933 | $121,599-68.8% | $135,998-72.1% | $103,657-63.4% |
| Participation rate | 61.0% | 76.2%-15.2pp | 81.9%-21.0pp | 73.4%-12.4pp |
| Annual return | 19.10% | 26.09%-7.0pp | 68.37%-49.3pp | 33.13%-14.0pp |
| Employer contribution / active EE | $1,181 | $4,627-74.5% | $4,860-75.7% | $3,216-63.3% |
| Participant deferral / active EE | $3,042 | $7,782-60.9% | $7,761-60.8% | $5,218-41.7% |
| Admin fee / account holder | $204 | $76+168.9% | $10,769-98.1% | $114+78.4% |