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| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS1 year Service code 15 PO BOX 806 · BRAINER, MN 56401 | Recordkeeping | $7,555 |
EIDE BAILLY LLP1 year Filed as: EDIE BAILLY AUDIT Service code 10 · EIN 45-0250958 | Accounting | $6,000 |
RP FINANCIAL2+ years Service code 49 1100 NORTH GLEBE ROAD, STE 600 · ARLINGTON, VI 22201 | Other Services | $5,447 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,536 | $87,834+33.8% | $133,975-12.3% | $62,881+86.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.41% | 12.05%-2.6pp | 29.29%-19.9pp | 20.14%-10.7pp |
| Employer contribution / active EE | $3,016 | $3,482-13.4% | $5,211-42.1% | $2,281+32.2% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $184 | $5,372-96.6% | $9,324-98.0% | $4,296-95.7% |