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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $92,974 |
WOODBURY FINANCIAL SERVICES5 years Service code 49 · EIN 41-0944586 | Other Services | $44,107 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS, INC Service code 13 · EIN 20-0508334 | Contract Administrator | $8,516 |
Service code 27 · EIN 95-2775361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,262 | $59,220+50.7% | $96,570-7.6% | $79,391+12.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 12.35% | 27.08%-14.7pp | 37.79%-25.4pp | 116.88%-104.5pp |
| Employer contribution / active EE | $5,422 | $1,216+345.7% | $2,357+130.0% | $2,428+123.3% |
| Participant deferral / active EE | $5,665 | $2,948+92.1% | $3,849+47.2% | $4,046+40.0% |
| Admin fee / account holder | $455 | $659-30.9% | $6,182-92.6% | $627-27.4% |