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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1+ years Service code 28 · EIN 13-5108880 | Investment Management | $215,154 |
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,591 | $82,5910% | $522,682-84.2% | $82,5910% |
| Participation rate | 100.0% | 5.6%+94.4pp | 12.6%+87.4pp | 0.8%+99.2pp |
| Annual return | 0.78% | -0.43%+1.2pp | -3.43%+4.2pp | -0.60%+1.4pp |
| Employer contribution / active EE | $0 | $10,132-100.0% | $25,607-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $717 | $7170% | $13,511-94.7% | $7170% |