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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $13,020 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $1,478 |
GOLDLEAF PARTNERS4 years Filed as: GOLDLEAF PARTNERS SERVICES IN. Service code 13 | Contract Administrator | $976 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $390 |
GOLDLEAF PARTNERS4 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,054 | $77,677-76.8% | $109,173-83.5% | $79,391-77.3% |
| Participation rate | 86.5% | 67.8%+18.7pp | 75.9%+10.7pp | 70.7%+15.8pp |
| Annual return | 13.23% | 23.44%-10.2pp | 25.75%-12.5pp | 116.88%-103.7pp |
| Employer contribution / active EE | $2,100 | $2,798-24.9% | $3,723-43.6% | $2,428-13.5% |
| Participant deferral / active EE | $1,662 | $3,517-52.7% | $4,654-64.3% | $4,046-58.9% |
| Admin fee / account holder | $85 | $732-88.4% | $6,755-98.7% | $627-86.5% |