Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Service code 27 200 WEST STREET · NEW YORK, NY 10282 | Advisory (Plan) | $43,135 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS. Service code 27 PO BOX 102505 · PASADENA, CA 911892505 | Advisory (Plan) | $20,654 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,692 |
Filed as: ANDERSON, LOWER, WHITLOW, PC Service code 10 1805 STATE STREET · BETTENDORF, IA 52722 | Accounting | $13,506 |
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FINANCIAL ADVS LLC Service code 27 · EIN 27-0493248 | Advisory (Plan) | $11,282 |
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FINANCIAL. Service code 27 PO BOX 102505 · PASADENA, CA 911892505 | Advisory (Plan) | $9,372 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,987 | $80,731+13.9% | $103,374-11.0% | $74,546+23.4% |
| Participation rate | 91.0% | 65.7%+25.4pp | 74.5%+16.5pp | 67.2%+23.8pp |
| Annual return | 9.23% | 27.56%-18.3pp | 24.89%-15.7pp | 1366.03%-1356.8pp |
| Employer contribution / active EE | $4,320 | $3,158+36.8% | $3,869+11.6% | $2,624+64.6% |
| Participant deferral / active EE | $9,429 | $3,860+144.3% | $5,058+86.4% | $4,347+116.9% |
| Admin fee / account holder | $673 | $2,369-71.6% | $8,394-92.0% | $1,944-65.4% |