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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,401 |
WOODBURY FINANCIAL SERVICES3+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 5665 PLAZA DR. SUITE 350 · CYPERESS, CA 90630 | Advisory (Plan) | $2,761 |
PROFESSIONAL BENEFIT SERVICES3+ years Service code 13 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Contract Administrator | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,588 | $47,977-86.3% | $154,111-95.7% | $56,287-88.3% |
| Participation rate | 60.9% | 66.2%-5.3pp | 83.0%-22.1pp | 69.9%-8.9pp |
| Annual return | 2.16% | 3.54%-1.4pp | 735.18%-733.0pp | -9.96%+12.1pp |
| Employer contribution / active EE | $76 | $2,169-96.5% | $5,298-98.6% | $2,111-96.4% |
| Participant deferral / active EE | $1,058 | $2,392-55.7% | $5,081-79.2% | $3,350-68.4% |
| Admin fee / account holder | $23 | $438-94.8% | $13,411-99.8% | $521-95.7% |