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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,196 |
Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 15 · EIN 41-0944586 | Recordkeeping | $6,601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,511 | $49,249-21.8% | $70,476-45.4% | $79,852-51.8% |
| Participation rate | 51.5% | 69.2%-17.6pp | 75.1%-23.5pp | 69.6%-18.1pp |
| Annual return | 11.89% | 30.09%-18.2pp | 109.12%-97.2pp | 31.72%-19.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,035 | $2,769-62.6% | $3,710-72.1% | $3,740-72.3% |
| Admin fee / account holder | $408 | $2,878-85.8% | $3,847-89.4% | $5,306-92.3% |