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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 26 · EIN 27-0493248 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $11,809 |
Filed as: JOHN HANCOCK FINANCIAL Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $558 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,829 | $44,425-48.6% | $67,834-66.3% | $55,167-58.6% |
| Participation rate | 40.8% | 59.7%-18.9pp | 68.8%-28.0pp | 69.0%-28.2pp |
| Annual return | 5.39% | 17.80%-12.4pp | 138.47%-133.1pp | 169.23%-163.8pp |
| Employer contribution / active EE | $360 | $1,351-73.4% | $2,403-85.0% | $1,963-81.7% |
| Participant deferral / active EE | $1,152 | $2,166-46.8% | $3,160-63.5% | $3,054-62.3% |
| Admin fee / account holder | $174 | $530-67.1% | $4,622-96.2% | $504-65.4% |