Filed March 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS8+ years Filed as: UNITED CAPITAL Service code 27 100 SE 3RD AVENUE · FT. LAUDERDALE, FL 33394 | Advisory (Plan) | $69,536 |
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $62,743 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,613 | $44,764+13.1% | $68,808-26.4% | $64,819-21.9% |
| Participation rate | 93.8% | 64.8%+29.1pp | 69.0%+24.8pp | 71.5%+22.4pp |
| Annual return | -15.17% | -10.91%-4.3pp | -6.37%-8.8pp | 32.84%-48.0pp |
| Employer contribution / active EE | $1,692 | $1,775-4.7% | $2,656-36.3% | $2,507-32.5% |
| Participant deferral / active EE | $5,195 | $3,238+60.4% | $3,942+31.8% | $4,311+20.5% |
| Admin fee / account holder | $161 | $151+6.1% | $4,936-96.7% | $188-14.5% |