Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,593 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 | Contract Administrator | $21,284 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,936 | $79,519-67.4% | $95,960-73.0% | $73,412-64.7% |
| Participation rate | 98.8% | 81.2%+17.6pp | 77.1%+21.7pp | 72.2%+26.6pp |
| Annual return | 13.00% | 19.20%-6.2pp | 91.63%-78.6pp | 59.30%-46.3pp |
| Employer contribution / active EE | $2,619 | $2,048+27.9% | $2,541+3.1% | $2,234+17.3% |
| Participant deferral / active EE | $4,655 | $4,138+12.5% | $4,167+11.7% | $3,806+22.3% |
| Admin fee / account holder | $190 | $184+3.1% | $6,797-97.2% | $158+20.4% |