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| Provider | Service type | Compensation |
|---|---|---|
WOODSIDE FINANCIAL ADVISORS2+ years Service code 27 · EIN 94-3412814 | Advisory (Plan) | $41,448 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 8.76% | 4.23%+4.5pp | 3.97%+4.8pp | 4.56%+4.2pp |
| Employer contribution / active EE | $15,074 | $16,147-6.6% | $28,168-46.5% | $15,526-2.9% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |