Filed January 31, 2020
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GLOBAL CAPITAL PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,165 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,033 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,866 | $48,327+516.4% | $67,575+340.8% | $80,935+268.0% |
| Participation rate | 92.9% | 66.4%+26.5pp | 72.9%+20.0pp | 67.7%+25.3pp |
| Annual return | 12.49% | 18.31%-5.8pp | 3528.98%-3516.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $10,026 | $2,022+395.8% | $2,736+266.5% | $2,757+263.7% |
| Participant deferral / active EE | $8,406 | $2,927+187.1% | $4,003+110.0% | $4,299+95.5% |
| Admin fee / account holder | $114 | $3,692-96.9% | $3,993-97.2% | $6,924-98.4% |