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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,626 |
WOODBURY FINANCIAL SERVICES6 years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 15 · EIN 41-0944586 | Recordkeeping | $12,482 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,489 | $73,848-18.1% | $143,799-57.9% | $68,486-11.7% |
| Participation rate | 55.1% | 66.7%-11.5pp | 80.3%-25.2pp | 67.9%-12.8pp |
| Annual return | -16.46% | 0.91%-17.4pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,692 | $3,385-20.5% | $5,638-52.2% | $4,028-33.2% |
| Admin fee / account holder | $287 | $5,755-95.0% | $14,677-98.0% | $5,404-94.7% |