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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $14,509 |
GOLDLEAF PARTNERS2 years Service code 15 · EIN 45-0514557 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Recordkeeping | $8,817 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 15 · EIN 04-1590850 | Recordkeeping | $293 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
RELIANCE TRUST COMPANY1 year Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,182 | $57,384+46.7% | $106,387-20.9% | $56,287+49.6% |
| Participation rate | 31.3% | 71.3%-40.1pp | 77.5%-46.2pp | 69.9%-38.6pp |
| Annual return | -7.44% | 5.91%-13.4pp | 0.25%-7.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $930 | $2,348-60.4% | $3,520-73.6% | $2,111-55.9% |
| Participant deferral / active EE | $1,648 | $3,799-56.6% | $5,421-69.6% | $3,350-50.8% |
| Admin fee / account holder | $358 | $566-36.8% | $7,510-95.2% | $521-31.3% |