Filed October 29, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS5 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 26 · EIN 27-0493248 | Advisory (Participants) | $21,743 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $13,649 |
Service code 14 · EIN 52-1875589 | Plan Administrator | $1,665 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,604 | $65,092-51.4% | $143,799-78.0% | $66,938-52.8% |
| Participation rate | 97.2% | 65.2%+32.0pp | 80.3%+16.9pp | 69.8%+27.4pp |
| Annual return | -17.07% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,599 | $2,362-32.3% | $4,952-67.7% | $2,545-37.2% |
| Participant deferral / active EE | $2,894 | $2,920-0.9% | $5,638-48.7% | $4,238-31.7% |
| Admin fee / account holder | $232 | $502-53.7% | $14,677-98.4% | $594-60.8% |