Filed January 15, 2019
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| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS1 year Service code 49 8009 34TH AVE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Other Services | $10,069 |
Filed as: RESOURCES INVESTMENT ADVISORS INC. Service code 99 | Other Fees | $8,445 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 99 · EIN 43-1451524 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,327 | $60,795-84.7% | $69,464-86.6% | $65,185-85.7% |
| Participation rate | 99.5% | 74.9%+24.7pp | 74.6%+24.9pp | 70.2%+29.3pp |
| Annual return | 26.17% | 17.46%+8.7pp | 28.98%-2.8pp | 29.38%-3.2pp |
| Employer contribution / active EE | $1,876 | $2,452-23.5% | $2,779-32.5% | $2,177-13.8% |
| Participant deferral / active EE | $1,194 | $3,162-62.3% | $3,536-66.2% | $3,514-66.0% |
| Admin fee / account holder | $47 | $314-85.0% | $3,840-98.8% | $847-94.5% |