Filed November 21, 1
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 SACHS1+ years Filed as: UNITED CAPITAL FIN. ADVISE Service code 27 500 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $39,706 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION STUDI0 Service code 17 | Pension Consulting | $870 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,337 | $70,002-3.8% | $115,038-41.5% | $52,331+28.7% |
| Participation rate | 66.0% | 72.1%-6.1pp | 81.4%-15.4pp | 68.1%-2.1pp |
| Annual return | -2.03% | 4.04%-6.1pp | 26.14%-28.2pp | 4.54%-6.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,869 | $4,920-1.0% | $6,026-19.2% | $3,022+61.1% |
| Admin fee / account holder | $344 | $566-39.2% | $8,175-95.8% | $592-41.8% |