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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 | $9,383 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 | Other Commissions | $4,178 |
Filed as: NATIONAL AUTOMOBILE DEALERS ASSOC Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $1,519 |
WOODBURY FINANCIAL SERVICES2 years 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,198 | $54,573-61.2% | $90,970-76.7% | $73,493-71.2% |
| Participation rate | 37.4% | 61.2%-23.8pp | 69.0%-31.6pp | 70.7%-33.3pp |
| Annual return | 8.49% | 16.69%-8.2pp | 134.58%-126.1pp | 28.51%-20.0pp |
| Employer contribution / active EE | $423 | $991-57.4% | $2,122-80.1% | $2,270-81.4% |
| Participant deferral / active EE | $2,152 | $2,517-14.5% | $3,373-36.2% | $3,740-42.5% |
| Admin fee / account holder | $156 | $521-70.0% | $5,960-97.4% | $513-69.5% |