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 SACHS2+ years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 26 · EIN 27-0493248 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, FL 92660 | Advisory (Participants) | $74,600 |
RSM US LLP1 year Filed as: RMS US LLP Service code 64 · EIN 42-0714325 100 N.E. THIRD AVE., STE. 300 · FORT LAUDERDALE, FL 333011155 | Recordkeeping Fees | $16,838 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $14,307 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $634 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $172,499 | $75,183+129.4% | $123,894+39.2% | $55,167+212.7% |
| Participation rate | 98.6% | 72.8%+25.8pp | 81.4%+17.2pp | 69.0%+29.6pp |
| Annual return | 6.21% | 19.01%-12.8pp | 47.52%-41.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $8,067 | $2,823+185.7% | $4,617+74.7% | $1,963+311.0% |
| Participant deferral / active EE | $10,730 | $5,084+111.0% | $5,984+79.3% | $3,054+251.3% |
| Admin fee / account holder | $44 | $663-93.3% | $8,357-99.5% | $504-91.2% |