Filed November 9, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $18,125 |
WOODBURY FINANCIAL SERVICES1+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $15,537 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,369 |
WOODBURY FINANCIAL SERVICES1+ years Service code 55 P.O. BOX 64284 · ST. PAUL, MN 55164 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,937 | $67,166-55.4% | $57,356-47.8% | $55,191-45.8% |
| Participation rate | 37.6% | 77.7%-40.1pp | 75.1%-37.5pp | 69.2%-31.6pp |
| Annual return | 0.61% | 4.22%-3.6pp | 24.41%-23.8pp | 10.78%-10.2pp |
| Employer contribution / active EE | $459 | $2,812-83.7% | $2,689-82.9% | $1,899-75.8% |
| Participant deferral / active EE | $1,509 | $2,835-46.8% | $3,162-52.3% | $3,046-50.5% |
| Admin fee / account holder | $8 | $44-81.1% | $3,357-99.8% | $91-90.9% |