Filed November 5, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,881 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 15 · EIN 41-0944586 | Recordkeeping | $24,601 |
COHNREZNICK LLP6+ years Service code 15 · EIN 22-1478099 | Recordkeeping | $16,065 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS, INC. Service code 15 · EIN 06-1504693 | Recordkeeping | $4,760 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,845 | $69,383+79.9% | $101,271+23.3% | $73,493+69.9% |
| Participation rate | 61.3% | 68.4%-7.1pp | 75.8%-14.5pp | 70.7%-9.4pp |
| Annual return | 15.29% | 18.46%-3.2pp | 46.48%-31.2pp | 28.51%-13.2pp |
| Employer contribution / active EE | $3,075 | $2,628+17.0% | $3,660-16.0% | $2,270+35.4% |
| Participant deferral / active EE | $7,832 | $3,301+137.3% | $4,371+79.2% | $3,740+109.4% |
| Admin fee / account holder | $370 | $704-47.5% | $5,948-93.8% | $513-27.9% |