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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,183 |
WOODBURY FINANCIAL SERVICES2 years Service code 49 · EIN 41-0944586 | Other Services | $26,800 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC Service code 13 · EIN 20-0508334 | Contract Administrator | $6,883 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,749 | $42,548+71.0% | $74,551-2.4% | $56,289+29.2% |
| Participation rate | 98.4% | 60.5%+37.9pp | 69.1%+29.2pp | 69.9%+28.5pp |
| Annual return | -6.04% | 12.40%-18.4pp | 32.53%-38.6pp | -9.96%+3.9pp |
| Employer contribution / active EE | $5,137 | $855+500.8% | $1,961+162.0% | $2,111+143.3% |
| Participant deferral / active EE | $4,807 | $2,277+111.1% | $3,108+54.7% | $3,350+43.5% |
| Admin fee / account holder | $437 | $467-6.5% | $5,059-91.4% | $521-16.1% |