Filed November 9, 2017
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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES8+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $30,773 |
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $23,150 |
Service code 27 6011 WEST COURTYARD DR. · AUSTIN, TX 78730 | Advisory (Plan) | $10,144 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,413 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
WOODBURY FINANCIAL SERVICES8+ years Service code 55 P.O. BOX 64284 · ST. PAUL, MN 55164 | Other Commissions | $0 |
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 | $27,528 | $79,151-65.2% | $60,906-54.8% | $64,819-57.5% |
| Participation rate | 79.9% | 77.7%+2.2pp | 73.1%+6.8pp | 71.5%+8.4pp |
| Annual return | -13.47% | -7.12%-6.3pp | 16.94%-30.4pp | 32.84%-46.3pp |
| Employer contribution / active EE | $1,105 | $3,052-63.8% | $2,703-59.1% | $2,507-55.9% |
| Participant deferral / active EE | $3,581 | $3,727-3.9% | $3,814-6.1% | $4,311-16.9% |
| Admin fee / account holder | $34 | $106-67.6% | $3,227-98.9% | $188-81.8% |