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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,247 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD ST N · OAKDALE, MN 55128 | Other Commissions | $10,113 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,283 | $56,540-67.7% | $185,851-90.2% | $86,821-78.9% |
| Participation rate | 39.2% | 65.5%-26.3pp | 81.7%-42.5pp | 72.3%-33.1pp |
| Annual return | 14.07% | 118.20%-104.1pp | 122.11%-108.0pp | 97.94%-83.9pp |
| Employer contribution / active EE | $552 | $1,844-70.1% | $5,168-89.3% | $2,406-77.0% |
| Participant deferral / active EE | $1,308 | $2,555-48.8% | $5,569-76.5% | $4,132-68.3% |
| Admin fee / account holder | $164 | $150+9.7% | $16,245-99.0% | $170-3.2% |