Filed January 31, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS2 years Service code 99 · EIN 45-0514557 | Other Fees | $0 |
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $76,391 | $76,3910% | $411,917-81.5% | $44,091+73.3% |
| Participation rate | 100.0% | 3.4%+96.6pp | 16.2%+83.8pp | 4.5%+95.5pp |
| Annual return | 15.75% | 12.23%+3.5pp | 10.36%+5.4pp | 13.95%+1.8pp |
| Employer contribution / active EE | $0 | $18,059-100.0% | $37,738-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $2 | $20% | $15,661-100.0% | $612-99.7% |