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| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS1+ years Filed as: GOLDLEAF PARTNERS D/B/A UNIVERSAL R Service code 15 · EIN 45-0514557 PO BOX 806 · BRAINERD, MN 56401 | Recordkeeping | $9,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,768 | $44,229-68.9% | $155,789-91.2% | $55,191-75.1% |
| Participation rate | 31.2% | 60.8%-29.6pp | 76.1%-44.9pp | 69.2%-37.9pp |
| Annual return | -0.57% | 0.37%-0.9pp | 71.54%-72.1pp | 10.78%-11.3pp |
| Employer contribution / active EE | $483 | $1,317-63.3% | $3,839-87.4% | $1,899-74.5% |
| Participant deferral / active EE | $789 | $2,851-72.3% | $4,798-83.5% | $3,046-74.1% |
| Admin fee / account holder | $31 | $86-64.0% | $7,477-99.6% | $91-65.8% |