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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,612 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 8009 34TH AVE S · MINNEAPOLIS, MN 55425 | Contract Administrator | $21,632 |
Service code 27 6465 GREENWOOD PLAZA BLVD · CENTENNIAL, CO 80111 | Advisory (Plan) | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $9,810 | $62,543-84.3% | $83,322-88.2% | $55,725-82.4% |
| Participation rate | 56.1% | 78.4%-22.3pp | 77.8%-21.6pp | 70.9%-14.7pp |
| Annual return | -1.86% | 14.85%-16.7pp | 10.64%-12.5pp | 244.93%-246.8pp |
| Employer contribution / active EE | $0 | $2,427-100.0% | $3,379-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,618 | $5,682-71.5% | $5,565-70.9% | $3,356-51.8% |
| Admin fee / account holder | $60 | $103-41.9% | $7,540-99.2% | $115-48.0% |