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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 5665 PLAZA DR · CYPRESS, CA 90630 | Advisory (Plan) | $48,543 |
THE FINWAY GROUP2 years Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $42,210 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,791 |
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 | $53,503 | $56,511-5.3% | $185,837-71.2% | $86,813-38.4% |
| Participation rate | 85.3% | 65.5%+19.7pp | 81.7%+3.6pp | 72.3%+13.0pp |
| Annual return | 14.90% | 118.12%-103.2pp | 122.08%-107.2pp | 97.93%-83.0pp |
| Employer contribution / active EE | $1,612 | $1,844-12.6% | $5,168-68.8% | $2,406-33.0% |
| Participant deferral / active EE | $3,517 | $2,554+37.7% | $5,568-36.8% | $4,131-14.9% |
| Admin fee / account holder | $449 | $150+200.4% | $16,241-97.2% | $170+165.1% |