Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 · EIN 45-0514557 | Contract Administrator | $2,415 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $870 |
Service code 15 | Recordkeeping | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,021 | $43,133-32.7% | $89,435-67.6% | $73,497-60.5% |
| Participation rate | 38.6% | 55.0%-16.3pp | 68.0%-29.4pp | 70.7%-32.1pp |
| Annual return | 13.33% | 135.66%-122.3pp | 245.55%-232.2pp | 28.51%-15.2pp |
| Employer contribution / active EE | $187 | $1,438-87.0% | $2,587-92.8% | $2,270-91.8% |
| Participant deferral / active EE | $1,449 | $2,445-40.7% | $3,890-62.8% | $3,740-61.3% |
| Admin fee / account holder | $59 | $444-86.8% | $4,884-98.8% | $513-88.6% |