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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,465 |
GOLDLEAF PARTNERS2 years Service code 99 · EIN 45-0514557 8009 34TH AVENUE SOUTH · BLOOMINGTON, MN 55425 | Other Fees | $924 |
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 | $15,507 | $46,173-66.4% | $170,435-90.9% | $69,631-77.7% |
| Participation rate | 80.1% | 63.9%+16.2pp | 83.6%-3.5pp | 70.7%+9.4pp |
| Annual return | 14.46% | 21.62%-7.2pp | 205.94%-191.5pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $892 | $1,610-44.6% | $5,432-83.6% | $2,032-56.1% |
| Participant deferral / active EE | $651 | $2,080-68.7% | $4,939-86.8% | $3,224-79.8% |
| Admin fee / account holder | $24 | $116-79.1% | $13,881-99.8% | $110-78.0% |