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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 | $26,657 |
WOODBURY FINANCIAL SERVICES3+ years Service code 55 | Other Commissions | $14,037 |
GOLDLEAF PARTNERS3+ years Service code 13 8009 34TH AVE S, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $3,782 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $768 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $279 |
WOODBURY FINANCIAL SERVICES3+ 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 | $17,829 | $73,102-75.6% | $123,552-85.6% | $56,287-68.3% |
| Participation rate | 92.5% | 74.3%+18.1pp | 82.3%+10.2pp | 69.9%+22.6pp |
| Annual return | 0.31% | 3.01%-2.7pp | 119.20%-118.9pp | -9.96%+10.3pp |
| Employer contribution / active EE | $3,222 | $2,977+8.2% | $4,628-30.4% | $2,111+52.6% |
| Participant deferral / active EE | $5,325 | $5,423-1.8% | $6,426-17.1% | $3,350+59.0% |
| Admin fee / account holder | $143 | $554-74.2% | $9,285-98.5% | $521-72.6% |