Filed March 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4+ years Filed as: UNITED CAPITAL Service code 15 100 SE 3RD AVENUE · FT. LAUDERDALE, FL 33394 | Recordkeeping | $65,873 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $39,526 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE INVESTMENT SVCS, INC. Service code 50 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Direct Payment | $8,947 |
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 | $42,734 | $41,467+3.1% | $67,313-36.5% | $55,725-23.3% |
| Participation rate | 92.3% | 62.5%+29.8pp | 69.1%+23.2pp | 70.9%+21.4pp |
| Annual return | -7.70% | 0.82%-8.5pp | -4.08%-3.6pp | 244.93%-252.6pp |
| Employer contribution / active EE | $1,435 | $1,316+9.0% | $2,566-44.1% | $2,078-31.0% |
| Participant deferral / active EE | $4,344 | $2,399+81.1% | $3,568+21.7% | $3,356+29.5% |
| Admin fee / account holder | $157 | $102+53.7% | $4,507-96.5% | $115+36.2% |