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| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 8009 34TH AVE S · MINNEAPOLIS, MN 55425 | Contract Administrator | $16,928 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,047 |
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.
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 | $13,446 | $69,231-80.6% | $91,994-85.4% | $67,579-80.1% |
| Participation rate | 53.9% | 78.9%-25.0pp | 78.6%-24.7pp | 71.3%-17.3pp |
| Annual return | 22.32% | 32.03%-9.7pp | 69.03%-46.7pp | 378.56%-356.2pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $3,452-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,642 | $5,854-71.9% | $5,923-72.3% | $3,539-53.6% |
| Admin fee / account holder | $63 | $107-41.7% | $7,743-99.2% | $142-56.0% |