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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 INSURANCE COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,176 |
WOODBURY FINANCIAL SERVICES1+ years Service code 55 | Other Commissions | $2,895 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $2,245 |
GOLDLEAF PARTNERS1+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $390 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27 |
WOODBURY FINANCIAL SERVICES1+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 5665 PLAZA DR, STE 350 · CYPRESS, CA 90630 | Other Commissions | $0 |
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 | $11,004 | $75,183-85.4% | $123,894-91.1% | $55,167-80.1% |
| Participation rate | 88.3% | 72.8%+15.5pp | 81.4%+6.9pp | 69.0%+19.3pp |
| Annual return | 0.00% | 19.01%-19.0pp | 47.52%-47.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $2,320 | $2,823-17.8% | $4,617-49.8% | $1,963+18.2% |
| Participant deferral / active EE | $4,224 | $5,084-16.9% | $5,984-29.4% | $3,054+38.3% |
| Admin fee / account holder | $34 | $663-94.9% | $8,357-99.6% | $504-93.2% |