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| Provider | Service type | Compensation |
|---|---|---|
UNITED 401(K) PLANS, INC.10+ years Service code 14 · EIN 20-5321813 | Plan Administrator | $1,159,727 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $427,282 |
UMA FINANCIAL SERVICES INC5 years Filed as: UMA FINANCIAL SERVICES Service code 27 310 EAST 4500 SOUTH #550 · MURRAY, UT 84107 | Advisory (Plan) | $18,571 |
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 | $43,565 | $120,321-63.8% | $147,117-70.4% | $99,313-56.1% |
| Participation rate | 64.4% | 73.4%-8.9pp | 82.2%-17.7pp | 71.7%-7.3pp |
| Annual return | 19.11% | 28.95%-9.8pp | 420.54%-401.4pp | 17.67%+1.4pp |
| Employer contribution / active EE | $1,400 | $4,158-66.3% | $4,932-71.6% | $3,264-57.1% |
| Participant deferral / active EE | $3,336 | $8,044-58.5% | $8,065-58.6% | $5,346-37.6% |
| Admin fee / account holder | $235 | $150+55.9% | $12,993-98.2% | $109+114.8% |