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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $7,273 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES IN. Service code 13 | Contract Administrator | $1,305 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $715 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $588 |
Annual investment return 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.
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 | $15,318 | $57,352-73.3% | $83,831-81.7% | $64,173-76.1% |
| Participation rate | 95.6% | 68.6%+27.0pp | 76.1%+19.4pp | 69.6%+26.0pp |
| Annual return | -11.35% | 11.38%-22.7pp | 850.99%-862.3pp | 7.63%-19.0pp |
| Employer contribution / active EE | $2,729 | $2,546+7.2% | $3,631-24.8% | $2,381+14.6% |
| Participant deferral / active EE | $1,519 | $2,993-49.2% | $4,082-62.8% | $3,470-56.2% |
| Admin fee / account holder | $129 | $4,046-96.8% | $5,479-97.6% | $4,887-97.4% |