Filed December 6, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES2+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $14,638 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Service code 13 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Contract Administrator | $7,391 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 | Contract Administrator | $3,076 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,338 |
WOODBURY FINANCIAL SERVICES2+ years Service code 55 7755 3RD STREET N · OAKDALE, MN 55128 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,968 | $42,546+8.0% | $71,796-36.0% | $55,167-16.7% |
| Participation rate | 50.8% | 59.1%-8.3pp | 69.1%-18.3pp | 69.0%-18.2pp |
| Annual return | 8.37% | 12.36%-4.0pp | 78.04%-69.7pp | 169.23%-160.9pp |
| Employer contribution / active EE | $490 | $803-39.0% | $1,924-74.6% | $1,963-75.1% |
| Participant deferral / active EE | $1,678 | $2,064-18.7% | $2,794-40.0% | $3,054-45.1% |
| Admin fee / account holder | $108 | $650-83.4% | $4,815-97.8% | $504-78.6% |