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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,248 |
WOODBURY FINANCIAL SERVICES4 years Service code 49 · EIN 41-0944586 | Other Services | $33,660 |
VISIONPOINT ADVISORY GROUP2 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $9,620 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS, INC Service code 13 · EIN 20-0508334 | Contract Administrator | $6,634 |
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 | $88,257 | $54,573+61.7% | $90,970-3.0% | $73,497+20.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 14.29% | 16.69%-2.4pp | 134.60%-120.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $4,872 | $991+391.4% | $2,122+129.6% | $2,270+114.6% |
| Participant deferral / active EE | $4,878 | $2,517+93.8% | $3,373+44.6% | $3,740+30.4% |
| Admin fee / account holder | $435 | $521-16.5% | $5,961-92.7% | $513-15.1% |