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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $160,607 |
WOODBURY FINANCIAL SERVICES8+ years Filed as: WOODBURY FIN SVCS INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $50,000 |
PASI, LLC8+ years Filed as: PASI LLC Service code 13 · EIN 26-1407927 | Contract Administrator | $36,453 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $29,685 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $13,650 |
Service code 27 68 NATIONAL DR · GLASTONBURY, CT 06033 | Advisory (Plan) | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $80,809 | $43,242+86.9% | $82,706-2.3% | $77,906+3.7% |
| Participation rate | 41.2% | 64.1%-22.9pp | 72.6%-31.4pp | 73.7%-32.5pp |
| Annual return | -17.56% | 2.40%-20.0pp | 701.76%-719.3pp | 12.16%-29.7pp |
| Employer contribution / active EE | $991 | $1,924-48.5% | $3,007-67.0% | $2,846-65.2% |
| Participant deferral / active EE | $2,049 | $3,069-33.2% | $4,394-53.4% | $4,805-57.3% |
| Admin fee / account holder | $425 | $102+315.0% | $5,329-92.0% | $133+220.8% |