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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS Service code 99 · EIN 47-0648506 | Other Fees | $6,325 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 · EIN 45-0514557 | Contract Administrator | $2,942 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,367 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $440 |
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.
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 | $26,803 | $52,967-49.4% | $172,753-84.5% | $65,186-58.9% |
| Participation rate | 18.7% | 66.2%-47.5pp | 82.6%-64.0pp | 70.2%-51.5pp |
| Annual return | 16.90% | 30.12%-13.2pp | 803.00%-786.1pp | 29.39%-12.5pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $643 | $2,471-74.0% | $5,198-87.6% | $3,514-81.7% |
| Admin fee / account holder | $194 | $472-58.8% | $13,956-98.6% | $847-77.1% |