Filed November 14, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,813 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,555 |
GOLDLEAF PARTNERS4 years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 | Contract Administrator | $5,314 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS SERVICES, INC. Service code 13 · EIN 45-0514557 | Contract Administrator | $3,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,227 | $39,948+15.7% | $89,435-48.3% | $73,412-37.0% |
| Participation rate | 65.5% | 50.4%+15.0pp | 68.0%-2.5pp | 72.2%-6.7pp |
| Annual return | 4.29% | 50.12%-45.8pp | 245.55%-241.3pp | 59.30%-55.0pp |
| Employer contribution / active EE | $2,571 | $1,200+114.3% | $2,587-0.6% | $2,234+15.1% |
| Participant deferral / active EE | $1,714 | $2,193-21.8% | $3,890-55.9% | $3,806-55.0% |
| Admin fee / account holder | $318 | $134+137.1% | $4,884-93.5% | $158+101.5% |