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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,529 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 5665 PLAZA DRIVE · CYPRESS, CA 90630 | Advisory (Plan) | $15,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $16,241 | $55,790-70.9% | $76,657-78.8% | $67,579-76.0% |
| Participation rate | 62.4% | 71.1%-8.7pp | 72.1%-9.7pp | 71.3%-8.8pp |
| Annual return | -19.82% | 64.45%-84.3pp | 1166.74%-1186.6pp | 378.56%-398.4pp |
| Employer contribution / active EE | $1,336 | $1,810-26.2% | $2,303-42.0% | $2,148-37.8% |
| Participant deferral / active EE | $2,112 | $2,875-26.5% | $3,335-36.7% | $3,539-40.3% |
| Admin fee / account holder | $124 | $159-21.8% | $6,423-98.1% | $142-12.5% |