Filed January 31, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS6 years Service code 99 · EIN 48-0570799 | Other Fees | $21,246 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,278 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,278 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,799 |
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $3,399 |
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 | $64,928 | $111,491-41.8% | $189,537-65.7% | $86,821-25.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 18.36% | 83.50%-65.1pp | 555.34%-537.0pp | 97.94%-79.6pp |
| Employer contribution / active EE | $4,626 | $3,951+17.1% | $6,161-24.9% | $2,406+92.3% |
| Participant deferral / active EE | $4,518 | $6,437-29.8% | $8,220-45.0% | $4,132+9.3% |
| Admin fee / account holder | $109 | $189-42.4% | $12,048-99.1% | $170-35.9% |