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 | $23,530 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $17,765 |
Filed as: EVERGREEN RETIREMENT PLAN CONSULTIN Service code 13 · EIN 45-3480687 PO BOX 890 · MUKILTEO, WA 98275 | Contract Administrator | $2,400 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,249 |
WOODBURY FINANCIAL SERVICES2 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.
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 | $42,607 | $53,901-21.0% | $134,162-68.2% | $73,493-42.0% |
| Participation rate | 67.0% | 62.8%+4.2pp | 72.2%-5.2pp | 70.7%-3.7pp |
| Annual return | 16.23% | 15.82%+0.4pp | 36.35%-20.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,354 | $1,458-7.1% | $3,705-63.5% | $2,270-40.4% |
| Participant deferral / active EE | $3,791 | $2,739+38.4% | $3,500+8.3% | $3,740+1.4% |
| Admin fee / account holder | $187 | $581-67.8% | $6,685-97.2% | $513-63.6% |