Filed June 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4 years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $32,402 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $32,385 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,839 | $54,590+16.9% | $81,726-21.9% | $73,497-13.1% |
| Participation rate | 98.6% | 68.3%+30.3pp | 72.0%+26.6pp | 70.7%+27.9pp |
| Annual return | 10.01% | 17.74%-7.7pp | 29.49%-19.5pp | 28.51%-18.5pp |
| Employer contribution / active EE | $2,425 | $1,636+48.2% | $4,311-43.8% | $2,270+6.8% |
| Participant deferral / active EE | $3,905 | $2,759+41.6% | $7,108-45.1% | $3,740+4.4% |
| Admin fee / account holder | $319 | $592-46.1% | $5,160-93.8% | $513-37.8% |