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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4 years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $31,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,618 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,095 |
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 | $37,692 | $95,438-60.5% | $135,982-72.3% | $74,473-49.4% |
| Participation rate | 91.8% | 78.2%+13.6pp | 81.9%+9.9pp | 70.7%+21.1pp |
| Annual return | 22.60% | 32.61%-10.0pp | 68.32%-45.7pp | 34.36%-11.8pp |
| Employer contribution / active EE | $705 | $3,878-81.8% | $4,859-85.5% | $2,638-73.3% |
| Participant deferral / active EE | $6,262 | $7,790-19.6% | $7,760-19.3% | $4,530+38.2% |
| Admin fee / account holder | $100 | $259-61.5% | $10,767-99.1% | $347-71.3% |