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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $7,750 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES IN. Service code 13 | Contract Administrator | $1,400 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $455 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,178 | $65,367-75.3% | $92,915-82.6% | $72,976-77.8% |
| Participation rate | 91.4% | 68.3%+23.0pp | 76.0%+15.4pp | 69.5%+21.9pp |
| Annual return | 20.59% | 42.11%-21.5pp | 109.45%-88.9pp | 81.02%-60.4pp |
| Employer contribution / active EE | $1,911 | $2,594-26.3% | $3,653-47.7% | $2,440-21.7% |
| Participant deferral / active EE | $1,503 | $3,128-52.0% | $4,238-64.5% | $3,608-58.4% |
| Admin fee / account holder | $79 | $4,251-98.1% | $5,796-98.6% | $5,124-98.5% |