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 SACHS4+ years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 26 · EIN 27-0493248 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, FL 92660 | Advisory (Participants) | $68,877 |
BERKOWITZ POLLACK BRANT2 years Filed as: BERKOWITZ POLLACK BRANT ADVISORS Service code 10 · EIN 59-2742314 515 EAST LAS OLAS BLVD. · FORT LAUDERDALE, FL 333014267 | Accounting | $16,000 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $3,410 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,571 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $187,003 | $73,102+155.8% | $123,552+51.4% | $56,287+232.2% |
| Participation rate | 99.3% | 74.3%+24.9pp | 82.3%+17.0pp | 69.9%+29.4pp |
| Annual return | -3.58% | 3.01%-6.6pp | 119.20%-122.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $8,533 | $2,977+186.6% | $4,628+84.4% | $2,111+304.2% |
| Participant deferral / active EE | $10,619 | $5,423+95.8% | $6,426+65.3% | $3,350+217.0% |
| Admin fee / account holder | $420 | $554-24.2% | $9,285-95.5% | $521-19.4% |