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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3+ years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 15 · EIN 27-0493248 | Recordkeeping | $17,420 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,356 | $65,118-61.1% | $76,768-67.0% | $55,725-54.5% |
| Participation rate | 56.0% | 79.6%-23.6pp | 77.0%-21.0pp | 70.9%-14.9pp |
| Annual return | 3.83% | -1.27%+5.1pp | 2.43%+1.4pp | 244.93%-241.1pp |
| Employer contribution / active EE | $597 | $1,941-69.3% | $2,485-76.0% | $2,078-71.3% |
| Participant deferral / active EE | $787 | $3,688-78.7% | $3,852-79.6% | $3,356-76.6% |
| Admin fee / account holder | $73 | $116-36.8% | $6,675-98.9% | $115-36.5% |