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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES2+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 26 · EIN 41-0944586 | Advisory (Participants) | $7,587 |
Filed as: JOHN HANCOCK Service code 15 · EIN 45-3008106 | Recordkeeping | $4,266 |
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 a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,262 | $53,204-95.7% | $155,556-98.5% | $200,096-98.9% |
| Participation rate | 42.5% | 64.1%-21.6pp | 78.2%-35.7pp | 72.0%-29.5pp |
| Annual return | 19.41% | 41.02%-21.6pp | 64.84%-45.4pp | 34.26%-14.8pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $873 | $3,163-72.4% | $5,631-84.5% | $5,090-82.9% |
| Admin fee / account holder | $21 | $186-88.7% | $15,885-99.9% | $269-92.2% |