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| Provider | Service type | Compensation |
|---|---|---|
UNITED RETIREMENT INC1+ years Service code 13 PO BOX 638749 · CINCINNATI, OH 45263 | Contract Administrator | $4,053 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAG, CO 80111 | Recordkeeping Fees | $3,539 |
WOODBURY FINANCIAL SERVICES1+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Other Commissions | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,436 | $52,961-86.0% | $172,752-95.7% | $65,185-88.6% |
| Participation rate | 50.0% | 66.2%-16.2pp | 82.6%-32.6pp | 70.2%-20.2pp |
| Annual return | 23.97% | 30.12%-6.2pp | 802.97%-779.0pp | 29.38%-5.4pp |
| Employer contribution / active EE | $837 | $2,190-61.8% | $5,144-83.7% | $2,177-61.6% |
| Participant deferral / active EE | $1,188 | $2,471-51.9% | $5,198-77.1% | $3,514-66.2% |
| Admin fee / account holder | $89 | $472-81.1% | $13,955-99.4% | $847-89.5% |