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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,180 |
WOODBURY FINANCIAL SERVICES3+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Advisory (Plan) | $54,876 |
Service code 10 2001 ROSS AVE STE 1800 · DALLAS, TX 75201 | Accounting | $12,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,418 |
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 | $46,244 | $69,305-33.3% | $82,313-43.8% | $69,631-33.6% |
| Participation rate | 97.0% | 80.3%+16.8pp | 76.9%+20.1pp | 70.7%+26.4pp |
| Annual return | 14.97% | 21.47%-6.5pp | 25.88%-10.9pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,509 | $1,887-20.0% | $2,428-37.9% | $2,032-25.8% |
| Participant deferral / active EE | $4,211 | $3,568+18.0% | $3,706+13.6% | $3,224+30.6% |
| Admin fee / account holder | $195 | $97+100.9% | $5,608-96.5% | $110+76.8% |