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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,586 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 5665 PLAZA DRIVE · CYPRESS, CA 90630 | Advisory (Plan) | $17,737 |
SUNWEST PENSIONS4 years Service code 13 · EIN 86-0922116 PO BOX 7850 · TEMPE, AZ 85281 | Contract Administrator | $6,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,357 | $61,473-66.9% | $81,716-75.1% | $73,412-72.3% |
| Participation rate | 64.7% | 72.4%-7.7pp | 72.0%-7.3pp | 72.2%-7.5pp |
| Annual return | 24.36% | 28.26%-3.9pp | 29.49%-5.1pp | 59.30%-34.9pp |
| Employer contribution / active EE | $1,403 | $1,898-26.1% | $4,310-67.5% | $2,234-37.2% |
| Participant deferral / active EE | $2,004 | $3,080-34.9% | $7,108-71.8% | $3,806-47.3% |
| Admin fee / account holder | $121 | $125-3.6% | $5,159-97.7% | $158-23.4% |