Filed May 1, 2024
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $9,131 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,562 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,324 | $55,453-30.9% | $170,435-77.5% | $62,293-38.5% |
| Participation rate | 43.6% | 66.4%-22.8pp | 83.6%-40.0pp | 69.5%-25.9pp |
| Annual return | 14.65% | 21.38%-6.7pp | 205.94%-191.3pp | 28.90%-14.2pp |
| Employer contribution / active EE | $405 | $2,164-81.3% | $5,432-92.5% | $2,042-80.2% |
| Participant deferral / active EE | $1,705 | $2,303-26.0% | $4,939-65.5% | $3,169-46.2% |
| Admin fee / account holder | $26 | $455-94.2% | $13,881-99.8% | $479-94.5% |