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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,819 |
WOODBURY FINANCIAL SERVICES2 years Service code 27 5665 PLAZA DR. STE 350 · CYPRESS, CA 90630 | Advisory (Plan) | $2,584 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES INC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $825 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,793 | $61,166-80.7% | $185,837-93.7% | $79,393-85.1% |
| Participation rate | 78.3% | 66.6%+11.7pp | 81.7%-3.4pp | 70.7%+7.6pp |
| Annual return | 13.43% | 19.45%-6.0pp | 122.08%-108.6pp | 116.87%-103.4pp |
| Employer contribution / active EE | $1,156 | $2,321-50.2% | $5,168-77.6% | $2,428-52.4% |
| Participant deferral / active EE | $3,562 | $2,789+27.7% | $5,568-36.0% | $4,046-11.9% |
| Admin fee / account holder | $204 | $710-71.3% | $16,241-98.7% | $627-67.4% |