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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DWAYNE JOHNSON & ASSOCIATES, S.C. Service code 10 · EIN 39-1750654 | Accounting | $14,500 |
Filed as: WOODBURY FINANCIAL Service code 27 · EIN 41-0944586 | Advisory (Plan) | $10,026 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,223 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,832 | $79,171-9.3% | $102,423-29.9% | $74,495-3.6% |
| Participation rate | 78.5% | 74.8%+3.7pp | 76.5%+2.0pp | 67.2%+11.3pp |
| Annual return | 10.38% | 54.93%-44.6pp | 29.32%-18.9pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,138 | $2,362-51.8% | $3,023-62.4% | $2,623-56.6% |
| Participant deferral / active EE | $3,212 | $4,415-27.3% | $5,053-36.4% | $4,346-26.1% |
| Admin fee / account holder | $335 | $2,001-83.3% | $9,451-96.5% | $1,942-82.8% |