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| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $5,496 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $2,404 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,065 | $99,957-93.9% | $149,730-95.9% | $73,493-91.7% |
| Participation rate | 87.0% | 75.7%+11.3pp | 82.5%+4.5pp | 70.7%+16.3pp |
| Annual return | 13.09% | 53.87%-40.8pp | 276.70%-263.6pp | 28.51%-15.4pp |
| Employer contribution / active EE | $551 | $3,191-82.7% | $4,645-88.1% | $2,270-75.7% |
| Participant deferral / active EE | $1,034 | $6,073-83.0% | $6,843-84.9% | $3,740-72.4% |
| Admin fee / account holder | $35 | $551-93.6% | $9,310-99.6% | $513-93.1% |