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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,069 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 15 · EIN 41-0944586 | Recordkeeping | $7,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,717 | $66,310-26.5% | $93,606-48.0% | $65,185-25.3% |
| Participation rate | 36.6% | 74.0%-37.4pp | 75.8%-39.3pp | 70.2%-33.6pp |
| Annual return | 24.19% | 42.58%-18.4pp | 32.76%-8.6pp | 29.38%-5.2pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,406 | $3,342-57.9% | $4,069-65.5% | $3,514-60.0% |
| Admin fee / account holder | $307 | $6,897-95.5% | $7,888-96.1% | $847-63.8% |