Filed August 27, 1992
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 |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,296 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 55 | Other Commissions | $24,466 |
Service code 10 1111 3RD AVE STE 800 · SEATTLE, WA 98101 | Accounting | $18,000 |
Filed as: EVERGREEN RETIREMENT PLAN CONSULTIN Service code 13 · EIN 45-3480687 PO BOX 890 · MUKILTEO, WA 98275 | Contract Administrator | $13,012 |
WOODBURY FINANCIAL SERVICES8 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $3,508 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,339 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
WOODBURY FINANCIAL SERVICES6 years Service code 55 · EIN 41-0944586 5665 PLAZA DR · CYPRESS, CA 90630 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,923 | $58,969-25.5% | $129,406-66.1% | $77,762-43.5% |
| Participation rate | 47.7% | 59.5%-11.8pp | 69.6%-22.0pp | 70.6%-22.9pp |
| Annual return | 16.93% | 24.78%-7.8pp | 9468.18%-9451.2pp | 31.27%-14.3pp |
| Employer contribution / active EE | $680 | $1,959-65.3% | $4,155-83.6% | $2,728-75.1% |
| Participant deferral / active EE | $2,348 | $3,224-27.2% | $4,167-43.7% | $4,651-49.5% |
| Admin fee / account holder | $281 | $593-52.6% | $7,689-96.3% | $433-35.1% |