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| Provider | Service type | Compensation |
|---|---|---|
WOODTRUST BANK6+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $110,933 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,367 | $79,519-70.6% | $95,964-75.7% | $73,412-68.2% |
| Participation rate | 81.9% | 81.2%+0.7pp | 77.1%+4.8pp | 72.2%+9.7pp |
| Annual return | 13.31% | 19.20%-5.9pp | 91.64%-78.3pp | 59.30%-46.0pp |
| Employer contribution / active EE | $1,004 | $2,048-51.0% | $2,541-60.5% | $2,234-55.1% |
| Participant deferral / active EE | $1,611 | $4,138-61.1% | $4,167-61.3% | $3,806-57.7% |
| Admin fee / account holder | $170 | $184-7.8% | $6,797-97.5% | $158+7.6% |