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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,826 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD ST N · OAKDALE, MN 55128 | Other Commissions | $12,909 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,107 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $911 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,012 | $70,879-60.5% | $189,557-85.2% | $79,386-64.7% |
| Participation rate | 77.6% | 68.0%+9.6pp | 78.4%-0.9pp | 70.7%+6.9pp |
| Annual return | 12.27% | 20.70%-8.4pp | 64.17%-51.9pp | 116.85%-104.6pp |
| Employer contribution / active EE | $18 | $1,806-99.0% | $4,412-99.6% | $2,427-99.3% |
| Participant deferral / active EE | $2,797 | $4,081-31.5% | $6,174-54.7% | $4,046-30.9% |
| Admin fee / account holder | $93 | $647-85.6% | $9,807-99.0% | $626-85.1% |