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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 15 · EIN 41-0944586 | Recordkeeping | $24,541 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,098 |
SIMIONE MACCA & LARROW1 year Filed as: SIMIONE, MACCA, & LARROW, LLP Service code 15 · EIN 06-1586075 | Recordkeeping | $6,600 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,404 | $58,888+2.6% | $178,499-66.2% | $73,493-17.8% |
| Participation rate | 49.6% | 66.2%-16.7pp | 81.9%-32.4pp | 70.7%-21.1pp |
| Annual return | 15.02% | 24.86%-9.8pp | 151.10%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,988 | $2,568-22.6% | $5,202-61.8% | $3,740-46.8% |
| Admin fee / account holder | $342 | $400-14.6% | $13,986-97.6% | $513-33.3% |