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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,992 |
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $21,051 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,133 | $82,678-29.7% | $125,391-53.6% | $68,490-15.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.54% | -5.97%-10.6pp | 572.41%-589.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $4,569 | $3,382+35.1% | $4,816-5.1% | $2,597+75.9% |
| Participant deferral / active EE | $9,143 | $6,111+49.6% | $7,448+22.8% | $4,028+127.0% |
| Admin fee / account holder | $339 | $6,277-94.6% | $10,009-96.6% | $5,403-93.7% |