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| Provider | Service type | Compensation |
|---|---|---|
FINTEGRA LCC1+ years Filed as: FINTEGRA LLC Service code 55 6120 EARLE BROWN DR. #550 · MINNEAPOLIS, MN 55430 | Other Commissions | $6,466 |
GOLDLEAF PARTNERS1+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $4,929 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $1,050 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,438 | $46,745-24.2% | $60,547-41.5% | $52,331-32.3% |
| Participation rate | 60.5% | 58.6%+1.9pp | 68.0%-7.5pp | 68.1%-7.6pp |
| Annual return | 2.21% | 0.61%+1.6pp | 335.64%-333.4pp | 4.54%-2.3pp |
| Employer contribution / active EE | $716 | $1,259-43.1% | $2,419-70.4% | $1,882-61.9% |
| Participant deferral / active EE | $1,793 | $2,145-16.4% | $3,328-46.1% | $3,022-40.7% |
| Admin fee / account holder | $16 | $537-97.1% | $4,536-99.7% | $592-97.3% |