Filed December 16, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS7 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $38,984 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $22,587 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,819 | $102,661-28.1% | $151,645-51.3% | $66,949+10.3% |
| Participation rate | 97.2% | 85.5%+11.6pp | 87.5%+9.7pp | 69.8%+27.4pp |
| Annual return | -13.40% | -10.81%-2.6pp | 3.34%-16.7pp | 1.57%-15.0pp |
| Employer contribution / active EE | $1,652 | $4,184-60.5% | $6,165-73.2% | $2,545-35.1% |
| Participant deferral / active EE | $4,654 | $6,645-30.0% | $8,363-44.3% | $4,239+9.8% |
| Admin fee / account holder | $285 | $630-54.8% | $11,614-97.5% | $594-52.0% |