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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES1+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 5665 PLAZA DR., SUITE 350 · CYPRESS, CA 90630 | Other Commissions | $15,062 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 13 · EIN 38-2438760 37923 WEST TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Contract Administrator | $4,356 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,478 |
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.
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 | $52,122 | $54,320-4.0% | $67,653-23.0% | $52,331-0.4% |
| Participation rate | 69.5% | 73.6%-4.1pp | 75.7%-6.2pp | 68.1%+1.4pp |
| Annual return | -1.75% | 6.81%-8.6pp | 6625.22%-6627.0pp | 4.54%-6.3pp |
| Employer contribution / active EE | $832 | $1,544-46.1% | $2,266-63.3% | $1,882-55.8% |
| Participant deferral / active EE | $2,954 | $2,950+0.1% | $3,560-17.0% | $3,022-2.3% |
| Admin fee / account holder | $17 | $527-96.7% | $4,821-99.6% | $592-97.1% |