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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.
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 | $2,112 | $53,199-96.0% | $155,567-98.6% | $199,768-98.9% |
| Participation rate | 68.1% | 64.1%+4.0pp | 78.2%-10.1pp | 72.0%-3.9pp |
| Annual return | 18.22% | 41.17%-23.0pp | 64.74%-46.5pp | 34.26%-16.0pp |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,674-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $962 | $3,163-69.6% | $5,628-82.9% | $5,090-81.1% |
| Admin fee / account holder | $19 | $186-89.7% | $15,916-99.9% | $269-92.9% |