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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: SANDHILL CAPITAL PARTNERS LLC Service code 27 40 FOUNTAIN PLAZA, SUITE 1300 · BUFFALO, NY 142022200 | Advisory (Plan) | $15,599 |
Filed as: PPS PENSION SERVICES, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $2,576 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $390 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,688 | $93,617-50.1% | $135,982-65.7% | $75,177-37.9% |
| Participation rate | 76.5% | 75.2%+1.3pp | 81.9%-5.5pp | 67.2%+9.3pp |
| Annual return | 7.98% | 30.89%-22.9pp | 68.32%-60.3pp | 160.75%-152.8pp |
| Employer contribution / active EE | $4,435 | $3,538+25.4% | $4,859-8.7% | $2,671+66.1% |
| Participant deferral / active EE | $9,825 | $6,406+53.4% | $7,760+26.6% | $4,126+138.1% |
| Admin fee / account holder | $107 | $6,980-98.5% | $10,767-99.0% | $5,651-98.1% |