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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,934 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,500 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 8009 34TH AVE S · MINNEAPOLIS, MN 55425 | Contract Administrator | $3,606 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,232 | $80,753-73.7% | $136,298-84.4% | $62,293-65.9% |
| Participation rate | 60.2% | 73.5%-13.4pp | 81.9%-21.8pp | 69.5%-9.4pp |
| Annual return | 23.46% | 35.83%-12.4pp | 5156.27%-5132.8pp | 28.90%-5.4pp |
| Employer contribution / active EE | $521 | $2,884-81.9% | $4,696-88.9% | $2,042-74.5% |
| Participant deferral / active EE | $2,905 | $5,164-43.8% | $6,247-53.5% | $3,169-8.3% |
| Admin fee / account holder | $229 | $525-56.5% | $9,244-97.5% | $479-52.3% |