Filed October 29, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS6 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 26 · EIN 27-0493248 | Advisory (Participants) | $20,178 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $13,858 |
Service code 14 · EIN 52-1875589 | Plan Administrator | $2,350 |
ASCENSUS LLC2 years 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 | $33,238 | $61,356-45.8% | $149,696-77.8% | $71,511-53.5% |
| Participation rate | 97.4% | 62.5%+34.9pp | 78.8%+18.7pp | 67.9%+29.5pp |
| Annual return | 14.80% | 35.86%-21.1pp | 134.46%-119.7pp | 28.86%-14.1pp |
| Employer contribution / active EE | $1,991 | $2,382-16.4% | $4,821-58.7% | $2,589-23.1% |
| Participant deferral / active EE | $2,825 | $2,920-3.2% | $5,682-50.3% | $4,291-34.2% |
| Admin fee / account holder | $246 | $1,263-80.5% | $13,212-98.1% | $1,588-84.5% |