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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HALBERT HARGROVE GBL ADV LLC Service code 28 · EIN 33-0804608 | Investment Management | $23,717 |
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FIN ADV LLC Service code 28 · EIN 27-0493248 | Investment Management | $15,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,961 | $80,753-48.0% | $136,298-69.2% | $62,293-32.6% |
| Participation rate | 68.9% | 73.5%-4.6pp | 81.9%-13.0pp | 69.5%-0.6pp |
| Annual return | 15.76% | 35.83%-20.1pp | 5156.27%-5140.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,835 | $2,884-36.4% | $4,696-60.9% | $2,042-10.2% |
| Participant deferral / active EE | $3,108 | $5,164-39.8% | $6,247-50.3% | $3,169-1.9% |
| Admin fee / account holder | $304 | $525-42.2% | $9,244-96.7% | $479-36.7% |