Filed November 2, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,817 |
WOODBURY FINANCIAL SERVICES3 years Service code 49 · EIN 41-0944586 | Other Services | $14,069 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,166 | $136,307-79.3% | $177,827-84.2% | $73,493-61.7% |
| Participation rate | 89.4% | 86.1%+3.3pp | 87.7%+1.7pp | 70.7%+18.7pp |
| Annual return | 29.39% | 18.68%+10.7pp | 48.32%-18.9pp | 28.51%+0.9pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,491 | $5,829+28.5% | $7,713-2.9% | $3,740+100.3% |
| Admin fee / account holder | $138 | $596-76.8% | $12,429-98.9% | $513-73.0% |