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| Provider | Service type | Compensation |
|---|---|---|
PENSION PLAN SERVICES1 year Service code 13 · EIN 38-2154774 8263 S. SAGINAW · GRAND BLANC, MI 48439 | Contract Administrator | $22,620 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $21,825 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $20,859 |
Filed as: WOODBURY FINANCIAL Service code 99 7755 3RD ST N · OAKDALE, MN 55128 | Other Fees | $5,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,901 | $122,186-73.9% | $146,958-78.3% | $199,593-84.0% |
| Participation rate | 5.4% | 78.3%-72.9pp | 82.2%-76.8pp | 72.0%-66.6pp |
| Annual return | 19.86% | 30.56%-10.7pp | 418.34%-398.5pp | 34.25%-14.4pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $631 | $8,502-92.6% | $8,070-92.2% | $5,087-87.6% |
| Admin fee / account holder | $356 | $179+99.2% | $12,998-97.3% | $269+32.5% |