Filed October 29, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 26 · EIN 27-0493248 | Advisory (Participants) | $22,955 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $12,102 |
Service code 14 · EIN 52-1875589 | Plan Administrator | $1,585 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,599 | $61,166-35.3% | $185,837-78.7% | $79,393-50.1% |
| Participation rate | 98.1% | 66.6%+31.5pp | 81.7%+16.4pp | 70.7%+27.4pp |
| Annual return | 11.40% | 19.45%-8.0pp | 122.08%-110.7pp | 116.87%-105.5pp |
| Employer contribution / active EE | $1,392 | $2,321-40.0% | $5,168-73.1% | $2,428-42.7% |
| Participant deferral / active EE | $2,983 | $2,789+7.0% | $5,568-46.4% | $4,046-26.3% |
| Admin fee / account holder | $256 | $710-63.9% | $16,241-98.4% | $627-59.1% |