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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $96,645 |
WOODBURY FINANCIAL SERVICES4+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $41,267 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,660 | $88,874-71.1% | $123,553-79.2% | $75,289-65.9% |
| Participation rate | 28.3% | 75.9%-47.5pp | 82.3%-54.0pp | 72.4%-44.1pp |
| Annual return | -5.56% | 4.22%-9.8pp | 119.21%-124.8pp | -0.04%-5.5pp |
| Employer contribution / active EE | $241 | $3,256-92.6% | $4,628-94.8% | $2,405-90.0% |
| Participant deferral / active EE | $3,023 | $6,174-51.0% | $6,426-53.0% | $3,739-19.1% |
| Admin fee / account holder | $172 | $95+82.4% | $9,284-98.1% | $102+68.5% |