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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 99 · EIN 27-4981131 | Other Fees | $20,072 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,115 | $50,464-20.5% | $75,784-47.1% | $52,331-23.3% |
| Participation rate | 41.7% | 66.8%-25.1pp | 75.8%-34.1pp | 68.1%-26.4pp |
| Annual return | -0.02% | 1.03%-1.0pp | 9.68%-9.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $861 | $1,988-56.7% | $3,323-74.1% | $1,882-54.2% |
| Participant deferral / active EE | $1,306 | $2,570-49.2% | $3,652-64.2% | $3,022-56.8% |
| Admin fee / account holder | $100 | $1,103-90.9% | $5,300-98.1% | $592-83.0% |