Filed November 18, 2019
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $20,301 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,982 |
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).
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 | $33,233 | $36,916-10.0% | $156,551-78.8% | $57,658-42.4% |
| Participation rate | 58.6% | 63.4%-4.8pp | 84.0%-25.4pp | 70.2%-11.6pp |
| Annual return | 9.94% | 12.38%-2.4pp | 32.23%-22.3pp | 5.13%+4.8pp |
| Employer contribution / active EE | $676 | $1,571-56.9% | $5,501-87.7% | $1,974-65.7% |
| Participant deferral / active EE | $1,656 | $1,926-14.0% | $4,871-66.0% | $3,061-45.9% |
| Admin fee / account holder | $27 | $82-66.8% | $13,028-99.8% | $95-71.0% |