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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS7+ years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 15 · EIN 27-0493248 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Recordkeeping | $18,975 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,062 | $63,442-51.0% | $68,794-54.8% | $66,930-53.6% |
| Participation rate | 60.4% | 60.0%+0.4pp | 69.0%-8.7pp | 69.8%-9.5pp |
| Annual return | -17.82% | -8.29%-9.5pp | -6.37%-11.4pp | 1.57%-19.4pp |
| Employer contribution / active EE | $1,189 | $1,775-33.0% | $2,656-55.2% | $2,545-53.3% |
| Participant deferral / active EE | $2,931 | $2,945-0.4% | $3,941-25.6% | $4,238-30.8% |
| Admin fee / account holder | $231 | $577-60.0% | $4,934-95.3% | $593-61.1% |