Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3+ years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 26 · EIN 27-0493248 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $12,659 |
Filed as: JOHN HANCOCK FINANCIAL Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $382 |
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 | $23,389 | $42,396-44.8% | $67,313-65.3% | $56,287-58.4% |
| Participation rate | 47.3% | 61.0%-13.7pp | 69.1%-21.8pp | 69.9%-22.5pp |
| Annual return | -8.38% | -36.63%+28.3pp | -4.08%-4.3pp | -9.96%+1.6pp |
| Employer contribution / active EE | $672 | $1,414-52.5% | $2,566-73.8% | $2,111-68.2% |
| Participant deferral / active EE | $1,697 | $2,360-28.1% | $3,568-52.4% | $3,350-49.3% |
| Admin fee / account holder | $176 | $510-65.4% | $4,507-96.1% | $521-66.1% |