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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST ANNUITY AND INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,424 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 | Other Commissions | $3,273 |
Filed as: NATIONAL AUTOMOBILE DEALERS ASSOC Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $1,047 |
Service code 55 5665 PLAZA DR STE 150 · CYPRESS, CA 90630 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $17,214 | $49,138-65.0% | $84,020-79.5% | $65,185-73.6% |
| Participation rate | 35.0% | 60.7%-25.8pp | 69.0%-34.0pp | 70.2%-35.2pp |
| Annual return | 15.38% | 23.00%-7.6pp | 71.31%-55.9pp | 29.38%-14.0pp |
| Employer contribution / active EE | $717 | $914-21.6% | $1,984-63.9% | $2,177-67.1% |
| Participant deferral / active EE | $1,877 | $2,397-21.7% | $3,239-42.1% | $3,514-46.6% |
| Admin fee / account holder | $109 | $543-79.9% | $6,101-98.2% | $847-87.1% |