Filed November 18, 2019
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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) | $23,175 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,423 | $46,173-16.8% | $170,435-77.5% | $69,631-44.8% |
| Participation rate | 60.4% | 63.9%-3.5pp | 83.6%-23.2pp | 70.7%-10.3pp |
| Annual return | 10.48% | 21.62%-11.1pp | 205.94%-195.5pp | 27571.02%-27560.5pp |
| Employer contribution / active EE | $738 | $1,610-54.2% | $5,432-86.4% | $2,032-63.7% |
| Participant deferral / active EE | $1,825 | $2,080-12.3% | $4,939-63.1% | $3,224-43.4% |
| Admin fee / account holder | $32 | $116-72.0% | $13,881-99.8% | $110-70.6% |