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 | $48,284+516.9% | $67,524+341.1% | $80,911+268.1% |
| Participation rate | 92.9% | 66.4%+26.5pp | 72.9%+20.0pp | 67.6%+25.3pp |
| Annual return | 12.49% | 18.27%-5.8pp | 3519.41%-3506.9pp | 35.63%-23.1pp |
| Employer contribution / active EE | $10,026 | $2,021+396.0% | $2,734+266.7% | $2,756+263.8% |
| Participant deferral / active EE | $8,406 | $2,927+187.2% | $4,001+110.1% | $4,297+95.6% |
| Admin fee / account holder | $114 | $3,688-96.9% | $4,001-97.2% | $6,935-98.4% |