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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,291 |
WOODBURY FINANCIAL SERVICES1+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Advisory (Plan) | $53,814 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,932 |
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 | $28,008 | $72,770-61.5% | $67,652-58.6% | $55,191-49.3% |
| Participation rate | 94.9% | 78.8%+16.1pp | 75.7%+19.3pp | 69.2%+25.8pp |
| Annual return | 4.47% | -3.26%+7.7pp | 6625.04%-6620.6pp | 10.78%-6.3pp |
| Employer contribution / active EE | $1,388 | $1,769-21.5% | $2,266-38.7% | $1,899-26.9% |
| Participant deferral / active EE | $3,662 | $3,408+7.4% | $3,560+2.9% | $3,046+20.2% |
| Admin fee / account holder | $124 | $79+58.0% | $4,821-97.4% | $91+37.1% |