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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,700 |
WOODBURY FINANCIAL SERVICES5 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 7755 3RD STREET N · OAKDALE, MN 55128 | Advisory (Plan) | $10,219 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $947 |
ERISA SERVICES, INC.5 years Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $300 |
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.
Employer 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,785 | $94,833-73.9% | $75,731-67.3% | $86,821-71.5% |
| Participation rate | 18.9% | 79.1%-60.2pp | 74.8%-55.9pp | 72.3%-53.3pp |
| Annual return | 13.10% | 16.91%-3.8pp | 104.65%-91.6pp | 97.94%-84.8pp |
| Employer contribution / active EE | $235 | $2,904-91.9% | $2,743-91.4% | $2,406-90.2% |
| Participant deferral / active EE | $374 | $3,632-89.7% | $3,820-90.2% | $4,132-90.9% |
| Admin fee / account holder | $218 | $109+100.7% | $3,620-94.0% | $170+28.6% |