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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4+ years Filed as: AVEO CAPITAL Service code 99 · EIN 27-4981131 | Other Fees | $24,151 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN Service code 99 · EIN 82-3719843 | Other Fees | $10,423 |
EXPAND FINANCIAL2 years Service code 99 · EIN 27-1124147 | Other Fees | $8,516 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 49 | Other Services | $4,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,131 | $106,247-58.5% | $147,096-70.0% | $77,714-43.2% |
| Participation rate | 65.5% | 78.4%-12.9pp | 82.2%-16.7pp | 70.6%-5.1pp |
| Annual return | 19.05% | 56.87%-37.8pp | 419.75%-400.7pp | 31.26%-12.2pp |
| Employer contribution / active EE | $1,632 | $4,069-59.9% | $4,936-66.9% | $2,727-40.2% |
| Participant deferral / active EE | $7,502 | $7,996-6.2% | $8,071-7.1% | $4,649+61.4% |
| Admin fee / account holder | $112 | $338-66.8% | $13,005-99.1% | $433-74.1% |