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| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES, INC. Service code 13 · EIN 45-0514557 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $6,485 |
Service code 37 · EIN 04-2647786 | Loan Processing | $188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,354 | $70,083-1.0% | $59,883+15.8% | $55,725+24.5% |
| Participation rate | 67.8% | 78.4%-10.6pp | 74.7%-6.9pp | 70.9%-3.1pp |
| Annual return | 0.33% | 3.13%-2.8pp | 3.46%-3.1pp | 244.93%-244.6pp |
| Employer contribution / active EE | $2,636 | $2,878-8.4% | $2,722-3.1% | $2,078+26.9% |
| Participant deferral / active EE | $2,503 | $3,079-18.7% | $3,402-26.4% | $3,356-25.4% |
| Admin fee / account holder | $117 | $70+66.3% | $3,591-96.7% | $115+1.5% |