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| 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 | $80,781+13.9% | $102,437-10.2% | $74,478+23.5% |
| Participation rate | 91.0% | 65.7%+25.4pp | 74.5%+16.5pp | 67.2%+23.8pp |
| Annual return | 9.23% | 27.58%-18.3pp | 24.95%-15.7pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $4,320 | $3,160+36.7% | $3,871+11.6% | $2,626+64.5% |
| Participant deferral / active EE | $9,429 | $3,862+144.2% | $5,060+86.4% | $4,350+116.8% |
| Admin fee / account holder | $673 | $2,372-71.6% | $8,388-92.0% | $1,946-65.4% |