Filed March 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: UNITED CAPITAL Service code 15 100 SE 3RD AVENUE · FT. LAUDERDALE, FL 33394 | Recordkeeping | $63,995 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $47,057 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,280 | $39,819+6.2% | $67,834-37.7% | $57,658-26.7% |
| Participation rate | 88.3% | 61.2%+27.0pp | 68.8%+19.5pp | 70.2%+18.0pp |
| Annual return | -14.24% | 9.19%-23.4pp | 138.47%-152.7pp | 5.13%-19.4pp |
| Employer contribution / active EE | $1,510 | $1,277+18.3% | $2,403-37.2% | $1,974-23.5% |
| Participant deferral / active EE | $4,579 | $2,209+107.3% | $3,160+44.9% | $3,061+49.6% |
| Admin fee / account holder | $169 | $84+102.5% | $4,622-96.3% | $95+79.1% |