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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 26 · EIN 27-0493248 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $12,131 |
Filed as: JOHN HANCOCK FINANCIAL Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,448 | $46,297-51.5% | $71,671-68.7% | $62,293-64.0% |
| Participation rate | 47.0% | 60.6%-13.7pp | 68.7%-21.8pp | 69.5%-22.6pp |
| Annual return | 11.64% | 22.32%-10.7pp | 20.65%-9.0pp | 28.90%-17.3pp |
| Employer contribution / active EE | $577 | $1,412-59.1% | $2,460-76.5% | $2,042-71.7% |
| Participant deferral / active EE | $1,525 | $2,235-31.8% | $3,438-55.6% | $3,169-51.9% |
| Admin fee / account holder | $176 | $461-61.9% | $5,558-96.8% | $479-63.4% |