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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3 years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $28,059 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $21,355 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,407 | $138,102-39.6% | $125,381-33.5% | $134,532-38.0% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -21.18% | 750.73%-771.9pp | 572.31%-593.5pp | 418.27%-439.4pp |
| Employer contribution / active EE | $8,726 | $5,245+66.4% | $4,815+81.2% | $4,741+84.1% |
| Participant deferral / active EE | $20,022 | $7,801+156.7% | $7,448+168.8% | $6,401+212.8% |
| Admin fee / account holder | $749 | $11,568-93.5% | $10,007-92.5% | $11,429-93.4% |