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| Provider | Service type | Compensation |
|---|---|---|
ARTHUR W WOOD INC1 year Service code 27 · EIN 04-1984390 | Advisory (Plan) | $33,717 |
Service code 37 · EIN 04-2647786 | Loan Processing | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,528 | $58,093+14.5% | $80,022-16.9% | $56,289+18.2% |
| Participation rate | 46.2% | 73.6%-27.5pp | 75.8%-29.7pp | 69.9%-23.7pp |
| Annual return | -4.59% | 34.63%-39.2pp | 11.22%-15.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,505 | $1,933+29.6% | $2,468+1.5% | $2,111+18.7% |
| Participant deferral / active EE | $2,089 | $3,136-33.4% | $3,686-43.3% | $3,350-37.6% |
| Admin fee / account holder | $480 | $623-22.9% | $6,521-92.6% | $521-7.8% |