Filed November 5, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WOODBURY FINANCIAL SERVICE, INC. Service code 70 · EIN 41-0944586 | Consulting Fees | $19,848 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS Service code 17 · EIN 06-1504963 | Pension Consulting | $16,373 |
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $14,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $53,173 | $57,921-8.2% | $84,753-37.3% | $57,658-7.8% |
| Participation rate | 61.6% | 72.9%-11.3pp | 76.6%-15.0pp | 70.2%-8.6pp |
| Annual return | 9.80% | 10.24%-0.4pp | 22.78%-13.0pp | 5.13%+4.7pp |
| Employer contribution / active EE | $4,207 | $2,598+61.9% | $3,574+17.7% | $1,974+113.1% |
| Participant deferral / active EE | $6,630 | $2,742+141.8% | $3,712+78.6% | $3,061+116.6% |
| Admin fee / account holder | $235 | $130+80.8% | $5,333-95.6% | $95+148.1% |