Filed October 29, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS7 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 26 · EIN 27-0493248 | Advisory (Participants) | $20,387 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $17,890 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $8,606 |
Service code 14 · EIN 52-1875589 | Plan Administrator | $1,770 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,071 | $55,415-36.7% | $155,509-77.4% | $74,495-52.9% |
| Participation rate | 95.2% | 61.9%+33.3pp | 78.2%+17.0pp | 67.2%+28.0pp |
| Annual return | 10.37% | 268.50%-258.1pp | 64.67%-54.3pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,810 | $2,267-20.2% | $4,672-61.3% | $2,623-31.0% |
| Participant deferral / active EE | $2,630 | $2,836-7.3% | $5,626-53.2% | $4,346-39.5% |
| Admin fee / account holder | $297 | $1,738-82.9% | $15,912-98.1% | $1,942-84.7% |