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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,685 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 15 · EIN 41-0944586 | Recordkeeping | $11,594 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,377 | $79,438-29.0% | $106,551-47.1% | $79,393-29.0% |
| Participation rate | 37.0% | 74.2%-37.1pp | 76.1%-39.1pp | 70.7%-33.7pp |
| Annual return | 16.01% | 18.27%-2.3pp | 26.80%-10.8pp | 116.87%-100.9pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,819-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,690 | $3,824-55.8% | $4,398-61.6% | $4,046-58.2% |
| Admin fee / account holder | $286 | $523-45.4% | $7,408-96.1% | $627-54.4% |