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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $64,883 |
WOODBURY FINANCIAL SERVICES3 years Service code 49 · EIN 41-0944586 | Other Services | $30,354 |
Service code 27 · EIN 46-3329350 | Advisory (Plan) | $8,439 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC Service code 13 · EIN 20-0508334 | Contract Administrator | $5,993 |
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 | $82,239 | $49,138+67.4% | $84,023-2.1% | $65,186+26.2% |
| Participation rate | 99.3% | 60.7%+38.5pp | 69.0%+30.2pp | 70.2%+29.1pp |
| Annual return | 21.38% | 23.00%-1.6pp | 71.32%-49.9pp | 29.39%-8.0pp |
| Employer contribution / active EE | $4,957 | $914+442.5% | $1,984+149.9% | $2,177+127.7% |
| Participant deferral / active EE | $4,837 | $2,397+101.8% | $3,239+49.3% | $3,514+37.6% |
| Admin fee / account holder | $432 | $543-20.5% | $6,102-92.9% | $847-49.0% |