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| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS3 years Service code 13 8009 34TH AVE S., SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $5,725 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $843 |
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 55 | Other Commissions | $732 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $619 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 55 1215 4TH AVE, 26TH FL · SEATTLE, WA 98161 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,257 | $62,267-14.5% | $110,243-51.7% | $55,725-4.4% |
| Participation rate | 53.0% | 78.1%-25.1pp | 79.8%-26.8pp | 70.9%-17.9pp |
| Annual return | -5.20% | -1.07%-4.1pp | 314.76%-320.0pp | 244.93%-250.1pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,827-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,229 | $3,516-36.6% | $4,672-52.3% | $3,356-33.6% |
| Admin fee / account holder | $46 | $121-61.8% | $8,548-99.5% | $115-59.8% |