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| Provider | Service type | Compensation |
|---|---|---|
WOODTRUST BANK6 years Service code 15 · EIN 39-0720440 | Recordkeeping | $69,947 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,544 | $42,353+14.6% | $79,550-39.0% | $64,808-25.1% |
| Participation rate | 80.6% | 64.8%+15.8pp | 69.5%+11.1pp | 71.5%+9.1pp |
| Annual return | -19.16% | -12.24%-6.9pp | 0.16%-19.3pp | 32.82%-52.0pp |
| Employer contribution / active EE | $2,098 | $1,181+77.7% | $2,413-13.1% | $2,506-16.3% |
| Participant deferral / active EE | $5,348 | $3,170+68.7% | $3,985+34.2% | $4,310+24.1% |
| Admin fee / account holder | $270 | $160+69.3% | $6,832-96.0% | $188+43.9% |