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| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS1 year Service code 13 8009 34TH AVE S · BLOOMINGTON, MN 55425 | Contract Administrator | $4,500 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 401 S TRYON ST 11TH FLO D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $2,398 |
EPLAN ADVISORS, LLC1 year Filed as: EPLAN SERVICES, INC. Service code 64 29100 NETWORK PLACE · CHICAGO, IL 606731291 | Recordkeeping Fees | $314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,021 | $75,183-56.1% | $123,894-73.3% | $55,167-40.1% |
| Participation rate | 59.4% | 72.8%-13.4pp | 81.4%-22.0pp | 69.0%-9.6pp |
| Annual return | 13.60% | 19.01%-5.4pp | 47.52%-33.9pp | 169.23%-155.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,903 | $5,084-23.2% | $5,984-34.8% | $3,054+27.8% |
| Admin fee / account holder | $62 | $663-90.7% | $8,357-99.3% | $504-87.8% |