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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 7755 3RD STREET NORTH · OAKDALE, MN 55128 | Advisory (Plan) | $28,992 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,401 |
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $18,256 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL LLC Service code 27 68 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Advisory (Plan) | $2,564 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,505,110 | $84,493+24168.4% | $125,381+16254.2% | $66,938+30532.8% |
| Participation rate | 0.0% | 76.4%-76.4pp | 82.4%-82.4pp | 69.8%-69.8pp |
| Annual return | -12.93% | -8.49%-4.4pp | 572.31%-585.2pp | 1.58%-14.5pp |
| Employer contribution / active EE | $2,836 | $3,554-20.2% | $4,815-41.1% | $2,545+11.4% |
| Participant deferral / active EE | $7,019 | $6,783+3.5% | $7,448-5.8% | $4,238+65.6% |
| Admin fee / account holder | $65,757 | $685+9499.3% | $10,007+557.1% | $594+10979.3% |