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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,318 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,358 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Other Commissions | $2,298 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Filed as: WILLSHIRE ASSOCIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,680 | $52,293-71.9% | $178,503-91.8% | $73,412-80.0% |
| Participation rate | 33.9% | 65.3%-31.5pp | 81.9%-48.1pp | 72.2%-38.3pp |
| Annual return | 17.54% | 34.75%-17.2pp | 151.12%-133.6pp | 59.30%-41.8pp |
| Employer contribution / active EE | $362 | $1,736-79.2% | $5,011-92.8% | $2,234-83.8% |
| Participant deferral / active EE | $703 | $2,333-69.9% | $5,202-86.5% | $3,806-81.5% |
| Admin fee / account holder | $106 | $127-17.0% | $13,987-99.2% | $158-33.1% |