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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS6+ years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 99 · EIN 27-4981131 | Other Fees | $38,752 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,748 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 · EIN 45-0514557 | Contract Administrator | $5,374 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,374 |
BKD, LLP5 years Service code 99 · EIN 11-1000111 | Other Fees | $5,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,587 | $91,517-21.8% | $101,271-29.3% | $73,412-2.5% |
| Participation rate | 54.6% | 73.8%-19.1pp | 75.8%-21.2pp | 72.2%-17.5pp |
| Annual return | 18.10% | 17.17%+0.9pp | 46.48%-28.4pp | 59.30%-41.2pp |
| Employer contribution / active EE | $1,457 | $2,877-49.4% | $3,660-60.2% | $2,234-34.8% |
| Participant deferral / active EE | $2,717 | $3,338-18.6% | $4,371-37.8% | $3,806-28.6% |
| Admin fee / account holder | $166 | $216-23.2% | $5,948-97.2% | $158+5.0% |