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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,299 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $17,193 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,241 | $78,781-78.1% | $100,528-82.8% | $73,412-76.5% |
| Participation rate | 53.0% | 80.0%-27.1pp | 79.4%-26.4pp | 72.2%-19.2pp |
| Annual return | 16.26% | 31.69%-15.4pp | 30.90%-14.6pp | 59.30%-43.0pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,419-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,712 | $6,537-73.8% | $6,271-72.7% | $3,806-55.0% |
| Admin fee / account holder | $105 | $145-28.0% | $8,084-98.7% | $158-33.7% |