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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNITED PLANNERS FNCL SVCS OF AMERIC Service code 15 · EIN 86-0588303 | Recordkeeping | $25,762 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,159 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $84,167 | $93,182-9.7% | $146,643-42.6% | $79,391+6.0% |
| Participation rate | 64.2% | 76.4%-12.2pp | 80.1%-15.8pp | 70.7%-6.5pp |
| Annual return | 15.70% | 21.61%-5.9pp | 22.75%-7.1pp | 116.88%-101.2pp |
| Employer contribution / active EE | $2,459 | $2,420+1.6% | $4,137-40.5% | $2,428+1.3% |
| Participant deferral / active EE | $3,391 | $4,169-18.7% | $5,506-38.4% | $4,046-16.2% |
| Admin fee / account holder | $199 | $585-65.9% | $10,280-98.1% | $627-68.2% |