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| Provider | Service type | Compensation |
|---|---|---|
POTTER & COMPANY PA1 year Service code 10 106 WELTON WAY · MOORSEVILLE, NC 28117 | Accounting | $10,000 |
GOLDLEAF PARTNERS4 years Service code 13 8009 34TH AVE S., SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $5,660 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,007 |
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 55 | Other Commissions | $774 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $62,993 | $69,159-8.9% | $125,180-49.7% | $67,579-6.8% |
| Participation rate | 55.1% | 78.2%-23.1pp | 79.8%-24.7pp | 71.3%-16.1pp |
| Annual return | 20.66% | 27.12%-6.5pp | 43.79%-23.1pp | 378.56%-357.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,866-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,348 | $3,700-36.5% | $4,937-52.4% | $3,539-33.7% |
| Admin fee / account holder | $46 | $142-67.7% | $9,703-99.5% | $142-67.8% |