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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,855 |
Service code 27 912 W ST. GERMAIN ST · ST. CLOUD, MN 56301 | Advisory (Plan) | $11,095 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $4,915 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,591 | $50,637-69.2% | $86,597-82.0% | $62,293-75.0% |
| Participation rate | 60.1% | 67.9%-7.7pp | 73.5%-13.4pp | 69.5%-9.4pp |
| Annual return | 14.42% | 20.80%-6.4pp | 964.96%-950.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $948 | $2,075-54.3% | $2,840-66.6% | $2,042-53.6% |
| Participant deferral / active EE | $716 | $2,611-72.6% | $3,609-80.1% | $3,169-77.4% |
| Admin fee / account holder | $110 | $413-73.5% | $4,906-97.8% | $479-77.1% |