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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3+ years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 99 · EIN 27-4981131 | Other Fees | $25,220 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,507 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2,612 |
GOLDLEAF PARTNERS1 year Service code 99 PO BOX 806 · BRAINERD, MN 56401 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,941 | $60,545-25.8% | $92,240-51.3% | $69,631-35.5% |
| Participation rate | 47.6% | 72.2%-24.6pp | 76.5%-28.9pp | 70.7%-23.1pp |
| Annual return | 17.38% | 19.71%-2.3pp | 176.29%-158.9pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $1,172 | $2,633-55.5% | $3,680-68.1% | $2,032-42.3% |
| Participant deferral / active EE | $1,963 | $2,828-30.6% | $3,897-49.6% | $3,224-39.1% |
| Admin fee / account holder | $70 | $145-51.3% | $5,194-98.6% | $110-36.2% |