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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,612 |
WOODBURY FINANCIAL SERVICES2+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 5665 PLAZA DR., STE 350 · CYPRESS, CA 90630 | Other Commissions | $6,936 |
PA RETIREMENT SOLUTIONS, INC.2+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN RD. · HARRISBURG, PA 17112 | Contract Administrator | $1,391 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $62,025 | $47,944+29.4% | $67,834-8.6% | $62,881-1.4% |
| Participation rate | 39.7% | 61.1%-21.3pp | 68.8%-29.1pp | 69.3%-29.6pp |
| Annual return | 31.50% | 11.77%+19.7pp | 138.47%-107.0pp | 20.14%+11.4pp |
| Employer contribution / active EE | $814 | $1,562-47.9% | $2,403-66.1% | $2,281-64.3% |
| Participant deferral / active EE | $1,494 | $2,247-33.5% | $3,160-52.7% | $3,203-53.4% |
| Admin fee / account holder | $478 | $3,712-87.1% | $4,622-89.7% | $4,296-88.9% |