Filed August 30, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: AVEO CAPITAL PARTNERS, LLC Service code 27 · EIN 27-4981131 | Advisory (Plan) | $7,681 |
EPLAN ADVISORS, LLC1 year Filed as: EPLAN SERVICES, INC Service code 64 · EIN 77-6214267 | Recordkeeping Fees | $6,405 |
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 | $36,101 | $75,183-52.0% | $123,894-70.9% | $55,167-34.6% |
| Participation rate | 39.1% | 72.8%-33.7pp | 81.4%-42.3pp | 69.0%-29.9pp |
| Annual return | 8.69% | 19.01%-10.3pp | 47.52%-38.8pp | 169.23%-160.5pp |
| Employer contribution / active EE | $613 | $2,823-78.3% | $4,617-86.7% | $1,963-68.8% |
| Participant deferral / active EE | $3,028 | $5,084-40.4% | $5,984-49.4% | $3,054-0.9% |
| Admin fee / account holder | $290 | $663-56.3% | $8,357-96.5% | $504-42.5% |