Filed November 18, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS5+ years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $24,411 |
Service code 27 · EIN 75-2870811 | Advisory (Plan) | $21,054 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,641 |
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 | $39,678 | $52,293-24.1% | $178,503-77.8% | $73,412-46.0% |
| Participation rate | 67.0% | 65.3%+1.6pp | 81.9%-14.9pp | 72.2%-5.2pp |
| Annual return | 6.53% | 34.75%-28.2pp | 151.12%-144.6pp | 59.30%-52.8pp |
| Employer contribution / active EE | $837 | $1,736-51.8% | $5,011-83.3% | $2,234-62.5% |
| Participant deferral / active EE | $2,177 | $2,333-6.7% | $5,202-58.1% | $3,806-42.8% |
| Admin fee / account holder | $36 | $127-71.5% | $13,987-99.7% | $158-77.0% |