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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES1+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 26 · EIN 41-0944586 | Advisory (Participants) | $775 |
Filed as: JOHN HANCOCK Service code 15 · EIN 45-3008106 | Recordkeeping | $451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,889 | $50,151-86.3% | $149,696-95.4% | $80,157-91.4% |
| Participation rate | 12.9% | 64.3%-51.4pp | 78.8%-65.9pp | 72.9%-60.0pp |
| Annual return | 0.00% | 29.80%-29.8pp | 134.46%-134.5pp | 40.39%-40.4pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $4,821-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $160 | $3,194-95.0% | $5,682-97.2% | $5,015-96.8% |
| Admin fee / account holder | $10 | $153-93.7% | $13,212-99.9% | $145-93.4% |