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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $4,634 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 8009 34TH AVE S, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $2,317 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,157 | $43,504-39.9% | $68,612-61.9% | $56,287-53.5% |
| Participation rate | 22.9% | 67.8%-44.9pp | 72.2%-49.3pp | 69.9%-47.0pp |
| Annual return | -6.47% | -3.15%-3.3pp | -4.63%-1.8pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $469 | $2,509-81.3% | $3,311-85.8% | $3,350-86.0% |
| Admin fee / account holder | $64 | $515-87.6% | $5,131-98.8% | $521-87.7% |