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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 27 500 NEWPORT CENTER DRIVE · NEWPORT BEACH, FL 92660 | Advisory (Plan) | $74,855 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $18,074 |
RSM US LLP1+ years Filed as: MCGLADREY, LLP Service code 64 · EIN 42-0714325 100 N.E. THIRD AVE., STE. 300 · FORT LAUDERDALE, FL 333011155 | Recordkeeping Fees | $13,832 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,189 | $70,002+138.8% | $115,037+45.3% | $52,331+219.5% |
| Participation rate | 99.3% | 72.1%+27.2pp | 81.4%+18.0pp | 68.1%+31.2pp |
| Annual return | -0.58% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $8,231 | $2,715+203.2% | $4,608+78.6% | $1,882+337.4% |
| Participant deferral / active EE | $10,649 | $4,920+116.5% | $6,026+76.7% | $3,022+252.4% |
| Admin fee / account holder | $40 | $566-92.9% | $8,175-99.5% | $592-93.2% |