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| Provider | Service type | Compensation |
|---|---|---|
THE FINWAY GROUP3 years Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $38,336 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 5665 PLAZA DR · CYPRESS, CA 90630 | Advisory (Plan) | $37,581 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,507 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 99 24 E COTA ST · SANTA BARBARA, CA 93101 | Other Fees | $6,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,861 | $46,292-13.9% | $143,757-72.3% | $64,808-38.5% |
| Participation rate | 79.8% | 64.2%+15.6pp | 80.3%-0.5pp | 71.5%+8.3pp |
| Annual return | -19.44% | -10.05%-9.4pp | -0.04%-19.4pp | 32.82%-52.3pp |
| Employer contribution / active EE | $1,790 | $1,910-6.3% | $4,951-63.8% | $2,506-28.6% |
| Participant deferral / active EE | $3,542 | $2,646+33.9% | $5,637-37.2% | $4,310-17.8% |
| Admin fee / account holder | $369 | $154+139.8% | $14,673-97.5% | $188+96.4% |