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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $183,226 |
WOODBURY FINANCIAL SERVICES5 years Service code 49 · EIN 41-0944586 | Other Services | $89,627 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,506 | $34,634+201.7% | $77,096+35.6% | $64,819+61.2% |
| Participation rate | 60.5% | 49.8%+10.7pp | 67.9%-7.4pp | 71.5%-10.9pp |
| Annual return | -22.91% | -5.31%-17.6pp | 42.35%-65.3pp | 32.84%-55.8pp |
| Employer contribution / active EE | $1,303 | $1,385-5.9% | $2,814-53.7% | $2,507-48.0% |
| Participant deferral / active EE | $3,431 | $2,553+34.4% | $4,429-22.5% | $4,311-20.4% |
| Admin fee / account holder | $438 | $178+145.8% | $5,428-91.9% | $188+133.4% |