Filed March 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3+ years Filed as: UNITED CAPITAL Service code 15 100 SE 3RD AVENUE · FT. LAUDERDALE, FL 33394 | Recordkeeping | $58,248 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $37,011 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE INVESTMENT SVCS, INC. Service code 50 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Direct Payment | $16,619 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,270 | $44,059+11.8% | $71,671-31.3% | $69,631-29.2% |
| Participation rate | 90.2% | 60.8%+29.5pp | 68.7%+21.5pp | 70.7%+19.5pp |
| Annual return | 18.53% | 21.97%-3.4pp | 20.65%-2.1pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,391 | $1,305+6.6% | $2,460-43.5% | $2,032-31.6% |
| Participant deferral / active EE | $4,013 | $2,370+69.4% | $3,438+16.7% | $3,224+24.5% |
| Admin fee / account holder | $167 | $108+55.6% | $5,558-97.0% | $110+51.7% |