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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 26 · EIN 27-0493248 450 E, LOS OLAS BLVD · FT.LAUDERDALE, FL 33301 | Advisory (Participants) | $14,725 |
TRIAD ADVISORS INC1 year Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 26 · EIN 46-5391363 5155 PEACHTREE PARKWAY, SUITE 280 · PEACHTREE CORNERS, GA 30092 | Advisory (Participants) | $3,036 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,102 | $76,112-38.1% | $96,534-51.2% | $71,511-34.1% |
| Participation rate | 65.0% | 74.4%-9.4pp | 76.0%-11.0pp | 67.9%-2.9pp |
| Annual return | 15.15% | 22.81%-7.7pp | 25.88%-10.7pp | 28.86%-13.7pp |
| Employer contribution / active EE | $332 | $2,248-85.2% | $2,965-88.8% | $2,589-87.2% |
| Participant deferral / active EE | $2,005 | $4,217-52.4% | $4,851-58.7% | $4,291-53.3% |
| Admin fee / account holder | $370 | $2,708-86.3% | $8,253-95.5% | $1,588-76.7% |