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| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS3 years Service code 99 · EIN 45-0514557 8009 34TH AVENUE SOUTH · BLOOMINGTON, MN 55425 | Other Fees | $2,374 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,447 |
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 | $15,611 | $37,196-58.0% | $154,108-89.9% | $55,725-72.0% |
| Participation rate | 88.9% | 64.1%+24.8pp | 83.0%+5.9pp | 70.9%+18.1pp |
| Annual return | -6.60% | 1319.68%-1326.3pp | 735.21%-741.8pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,058 | $1,614-34.5% | $5,298-80.0% | $2,078-49.1% |
| Participant deferral / active EE | $895 | $2,068-56.7% | $5,081-82.4% | $3,356-73.3% |
| Admin fee / account holder | $27 | $102-73.3% | $13,411-99.8% | $115-76.4% |