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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $22,335 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,872 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,166 | $99,957-30.8% | $149,745-53.8% | $73,497-5.9% |
| Participation rate | 68.3% | 75.7%-7.4pp | 82.5%-14.2pp | 70.7%-2.4pp |
| Annual return | 15.91% | 53.87%-38.0pp | 276.72%-260.8pp | 28.51%-12.6pp |
| Employer contribution / active EE | $2,031 | $3,191-36.4% | $4,646-56.3% | $2,270-10.5% |
| Participant deferral / active EE | $3,722 | $6,073-38.7% | $6,843-45.6% | $3,740-0.5% |
| Admin fee / account holder | $423 | $551-23.1% | $9,312-95.5% | $513-17.5% |