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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES5+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 5665 PLAZA DR. SUITE 350 · CYPERESS, CA 90630 | Advisory (Plan) | $1,889 |
Filed as: GREAT-WEST LIFE & ANNUITY CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,052 |
PROFESSIONAL BENEFIT SERVICES5+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $3,915 | $91,179-95.7% | $178,499-97.8% | $79,852-95.1% |
| Participation rate | 61.5% | 69.2%-7.7pp | 81.9%-20.4pp | 69.6%-8.1pp |
| Annual return | -0.72% | 24.19%-24.9pp | 151.10%-151.8pp | 31.72%-32.4pp |
| Employer contribution / active EE | $62 | $3,256-98.1% | $5,011-98.8% | $2,471-97.5% |
| Participant deferral / active EE | $708 | $3,236-78.1% | $5,202-86.4% | $3,740-81.1% |
| Admin fee / account holder | $24 | $6,749-99.6% | $13,986-99.8% | $5,306-99.5% |