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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: UNITED CAPITAL FIN ADV LLC Service code 28 · EIN 27-0493248 | Investment Management | $51,387 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,195 | $73,102-47.8% | $123,553-69.1% | $56,289-32.1% |
| Participation rate | 75.2% | 74.3%+0.9pp | 82.3%-7.1pp | 69.9%+5.4pp |
| Annual return | -10.03% | 3.01%-13.0pp | 119.21%-129.2pp | -9.96%-0.1pp |
| Employer contribution / active EE | $1,981 | $2,977-33.4% | $4,628-57.2% | $2,111-6.1% |
| Participant deferral / active EE | $3,377 | $5,423-37.7% | $6,426-47.5% | $3,350+0.8% |
| Admin fee / account holder | $408 | $554-26.3% | $9,284-95.6% | $521-21.7% |