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| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS2+ years Filed as: GOLDLEAF PARTNERS D/B/A UNIVERSAL R Service code 15 · EIN 45-0514557 8009 34TH AVE S, SUITE 320 · BLOOMINGTON, MN 55425 | Recordkeeping | $11,022 |
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 | $14,439 | $42,582-66.1% | $171,082-91.6% | $57,658-75.0% |
| Participation rate | 34.4% | 63.9%-29.5pp | 76.7%-42.3pp | 70.2%-35.9pp |
| Annual return | 7.80% | 308.67%-300.9pp | 32.56%-24.8pp | 5.13%+2.7pp |
| Employer contribution / active EE | $514 | $1,306-60.6% | $4,002-87.2% | $1,974-74.0% |
| Participant deferral / active EE | $829 | $2,933-71.7% | $4,797-82.7% | $3,061-72.9% |
| Admin fee / account holder | $31 | $82-62.5% | $8,520-99.6% | $95-67.3% |