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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,755 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $17,996 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,367 | $65,125-42.6% | $143,797-74.0% | $66,949-44.2% |
| Participation rate | 63.5% | 65.2%-1.7pp | 80.3%-16.8pp | 69.8%-6.3pp |
| Annual return | -13.56% | -11.13%-2.4pp | -0.04%-13.5pp | 1.57%-15.1pp |
| Employer contribution / active EE | $3,482 | $2,362+47.4% | $4,952-29.7% | $2,545+36.8% |
| Participant deferral / active EE | $1,922 | $2,920-34.2% | $5,638-65.9% | $4,239-54.6% |
| Admin fee / account holder | $322 | $503-36.0% | $14,679-97.8% | $594-45.8% |