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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS & CO Service code 71 · EIN 13-5108880 200 WEST STREET · NEW YORK, NY 10282 | Brokerage Fees | $23,992 |
GLOBE TAX SERVICES INC1 year Service code 72 · EIN 13-3647361 | Other investment fees and expenses | $4,846 |
Filed as: BANK OF NEW YORK MELLON CORPORATION Service code 72 ONE WALL STREET · NEW YORK, NY 10286 | Other investment fees and expenses | $1,353 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $74,089-100.0% | $133,975-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 84.3%-84.3pp | 87.1%-87.1pp | 69.0%-69.0pp |
| Annual return | 9.36% | 12.11%-2.8pp | 29.29%-19.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $30,035 | $3,064+880.4% | $5,211+476.4% | $1,963+1430.4% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |