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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,601 |
WOODBURY FINANCIAL SERVICES6 years Service code 49 · EIN 41-0944586 | Other Services | $44,646 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS, INC Service code 13 · EIN 20-0508334 | Contract Administrator | $9,225 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | 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 | $82,416 | $49,471+66.6% | $79,583+3.6% | $66,949+23.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -14.78% | 84.30%-99.1pp | 0.16%-14.9pp | 1.57%-16.4pp |
| Employer contribution / active EE | $6,030 | $1,266+376.3% | $2,414+149.8% | $2,545+136.9% |
| Participant deferral / active EE | $6,378 | $3,160+101.9% | $3,986+60.0% | $4,239+50.5% |
| Admin fee / account holder | $380 | $595-36.1% | $6,835-94.4% | $594-36.0% |