Filed June 28, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $282,468 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 16 · EIN 51-0944586 | Consulting | $45,000 |
BPM LLP1 year Filed as: BPM, LLP Service code 10 · EIN 81-4234542 | Accounting | $15,087 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,428 | $61,756-44.3% | $69,884-50.7% | $77,906-55.8% |
| Participation rate | 96.4% | 79.9%+16.5pp | 70.5%+25.9pp | 73.7%+22.7pp |
| Annual return | -13.91% | -11.86%-2.0pp | 190.81%-204.7pp | 12.16%-26.1pp |
| Employer contribution / active EE | $1,863 | $2,706-31.2% | $2,560-27.2% | $2,846-34.6% |
| Participant deferral / active EE | $3,676 | $3,977-7.6% | $3,848-4.5% | $4,805-23.5% |
| Admin fee / account holder | $96 | $101-5.4% | $6,266-98.5% | $133-27.7% |