Filed August 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 99 PO BOX 55757 · BOSTON, MA 02205 | Other Fees | $35,306 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $35,017 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,264 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,717 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,608 |
Employer 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 | $22,525 | $71,142-68.3% | $119,622-81.2% | $64,819-65.3% |
| Participation rate | 97.9% | 78.6%+19.3pp | 79.3%+18.6pp | 71.5%+26.4pp |
| Annual return | -17.31% | -10.01%-7.3pp | -14.98%-2.3pp | 32.84%-50.1pp |
| Employer contribution / active EE | $643 | $2,497-74.3% | $4,232-84.8% | $2,507-74.4% |
| Participant deferral / active EE | $4,178 | $4,490-6.9% | $5,601-25.4% | $4,311-3.1% |
| Admin fee / account holder | $138 | $162-15.1% | $10,328-98.7% | $188-26.7% |