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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $9,116 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS SERVICES IN. Service code 13 | Contract Administrator | $1,673 |
GOLDLEAF PARTNERS3 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 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,237 | $69,383-76.6% | $101,275-84.0% | $73,497-77.9% |
| Participation rate | 95.0% | 68.4%+26.6pp | 75.8%+19.2pp | 70.7%+24.3pp |
| Annual return | 14.70% | 18.46%-3.8pp | 46.48%-31.8pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,007 | $2,628-23.6% | $3,660-45.2% | $2,270-11.6% |
| Participant deferral / active EE | $1,367 | $3,301-58.6% | $4,371-68.7% | $3,740-63.4% |
| Admin fee / account holder | $68 | $704-90.3% | $5,948-98.9% | $513-86.7% |