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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $32,074 |
WOODRIDGE CAPIT PORT MGMT1+ years Service code 26 · EIN 20-4821221 | Advisory (Participants) | $6,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,152 | $37,117-59.2% | $147,617-89.7% | $55,191-72.5% |
| Participation rate | 57.1% | 63.6%-6.5pp | 84.6%-27.5pp | 69.2%-12.0pp |
| Annual return | -2.14% | 3.44%-5.6pp | 61.98%-64.1pp | 10.78%-12.9pp |
| Employer contribution / active EE | $447 | $1,620-72.4% | $5,564-92.0% | $1,899-76.4% |
| Participant deferral / active EE | $994 | $1,985-50.0% | $4,895-79.7% | $3,046-67.4% |
| Admin fee / account holder | $67 | $86-21.3% | $11,612-99.4% | $91-25.8% |