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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,721 |
GOLDLEAF PARTNERS1 year Service code 13 · EIN 45-0514557 8009 34TH AVENUE, SUITE 320 · BLOOMINGTON, MN 55425 | Contract Administrator | $7,081 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $1,412 | $155,795-99.1% | $136,298-99.0% | $69,631-98.0% |
| Participation rate | 79.1% | 75.2%+3.9pp | 81.9%-2.8pp | 70.7%+8.4pp |
| Annual return | 14.29% | 232464.33%-232450.0pp | 5156.27%-5142.0pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $23 | $2,991-99.2% | $4,696-99.5% | $2,032-98.9% |
| Participant deferral / active EE | $737 | $5,394-86.3% | $6,247-88.2% | $3,224-77.1% |
| Admin fee / account holder | $36 | $128-71.7% | $9,244-99.6% | $110-67.2% |