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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,304 |
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 · EIN 41-0944586 5665 PLAZA DRIVE · CYPRESS, CA 90630 | Other Commissions | $16,734 |
Filed as: EVERGREEN RETIREMENT PLAN CONSULTIN Service code 13 · EIN 45-3480687 PO BOX 890 · MUKILTEO, WA 98275 | Contract Administrator | $5,050 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,774 | $63,156-37.0% | $122,332-67.5% | $62,292-36.2% |
| Participation rate | 58.9% | 60.0%-1.1pp | 71.6%-12.8pp | 69.5%-10.6pp |
| Annual return | 18.31% | 20.61%-2.3pp | 30.27%-12.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $663 | $1,385-52.1% | $4,050-83.6% | $2,042-67.5% |
| Participant deferral / active EE | $2,042 | $2,321-12.0% | $3,287-37.9% | $3,169-35.6% |
| Admin fee / account holder | $202 | $440-54.0% | $5,478-96.3% | $479-57.8% |