Filed March 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: UNITED CAPITAL Service code 15 100 SE 3RD AVENUE · FT. LAUDERDALE, FL 33394 | Recordkeeping | $77,764 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $46,288 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,139 | $39,458-3.3% | $60,547-37.0% | $55,191-30.9% |
| Participation rate | 85.7% | 59.6%+26.1pp | 68.0%+17.7pp | 69.2%+16.5pp |
| Annual return | -0.54% | 3.35%-3.9pp | 335.64%-336.2pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,187 | $1,210-1.9% | $2,419-50.9% | $1,899-37.5% |
| Participant deferral / active EE | $3,620 | $2,140+69.1% | $3,328+8.8% | $3,046+18.8% |
| Admin fee / account holder | $148 | $95+56.0% | $4,536-96.7% | $91+63.5% |