Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WOODRIDGE CAPIT PORT MGMT2+ years Service code 26 · EIN 20-4821221 | Advisory (Participants) | $24,719 |
Filed as: HUB INTERNATIONAL GULF SOUTH LTD Service code 13 · EIN 35-0672425 | Contract Administrator | $10,463 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $15,662 | $46,732-66.5% | $156,551-90.0% | $55,167-71.6% |
| Participation rate | 55.8% | 65.8%-10.0pp | 84.0%-28.2pp | 69.0%-13.2pp |
| Annual return | 6.72% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $269 | $2,105-87.2% | $5,501-95.1% | $1,963-86.3% |
| Participant deferral / active EE | $1,025 | $2,204-53.5% | $4,871-79.0% | $3,054-66.4% |
| Admin fee / account holder | $145 | $418-65.3% | $13,028-98.9% | $504-71.2% |