Filed August 30, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS5 years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 27 · EIN 27-4981131 | Advisory (Plan) | $13,394 |
EPLAN ADVISORS, LLC5 years Filed as: EPLAN SERVICES, INC Service code 64 · EIN 77-6214267 | Recordkeeping Fees | $9,692 |
GOLDLEAF PARTNERS2 years Service code 13 · EIN 45-0514557 | Contract Administrator | $8,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,019 | $98,766-68.6% | $149,730-79.3% | $79,852-61.2% |
| Participation rate | 36.1% | 75.8%-39.7pp | 82.5%-46.4pp | 69.6%-33.6pp |
| Annual return | 21.39% | 27.43%-6.0pp | 276.70%-255.3pp | 31.72%-10.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,588 | $5,681-19.2% | $6,843-32.9% | $3,740+22.7% |
| Admin fee / account holder | $234 | $6,052-96.1% | $9,310-97.5% | $5,306-95.6% |