Filed October 29, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 26 · EIN 27-0493248 | Advisory (Participants) | $17,941 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $426 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,994 | $75,962-57.9% | $154,108-79.2% | $64,173-50.1% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.3pp | 69.6%+26.8pp |
| Annual return | -7.46% | 30.32%-37.8pp | 735.21%-742.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,369 | $3,350-59.1% | $5,298-74.2% | $2,381-42.5% |
| Participant deferral / active EE | $2,354 | $3,175-25.9% | $5,081-53.7% | $3,470-32.2% |
| Admin fee / account holder | $180 | $5,589-96.8% | $13,411-98.7% | $4,887-96.3% |