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| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS2+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $12,345 |
TRIAD ADVISORS INC2+ years Filed as: TRIAD ADVISORS, INC Service code 55 | Other Commissions | $11,776 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,154 |
MISTY DUNCAN2+ years Filed as: MISTY WATSON CPA PA Service code 10 PO BOX 2122 · BOONE, NC 28607 | Accounting | $5,000 |
CAPITAL GUARDIAN2+ years Filed as: CAPITAL GUARDIAN LLC Service code 55 1355 GREENWOOD CLIFF STE 250 · CHARLOTTE, NC 28204 | Other Commissions | $3,706 |
TRIAD ADVISORS INC1 year Service code 55 5185 PEACHTREE PKWY#280 · NORCROSS, GA 300926541 | Other Commissions | $0 |
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 | $48,445 | $42,546+13.9% | $71,796-32.5% | $55,167-12.2% |
| Participation rate | 70.8% | 59.1%+11.7pp | 69.1%+1.7pp | 69.0%+1.8pp |
| Annual return | 6.84% | 12.36%-5.5pp | 78.04%-71.2pp | 169.23%-162.4pp |
| Employer contribution / active EE | $662 | $803-17.7% | $1,924-65.6% | $1,963-66.3% |
| Participant deferral / active EE | $2,039 | $2,064-1.2% | $2,794-27.0% | $3,054-33.2% |
| Admin fee / account holder | $137 | $650-79.0% | $4,815-97.2% | $504-72.9% |