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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES3 years Service code 27 · EIN 41-0944586 | Advisory (Plan) | $23,858 |
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $17,871 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,742 | $104,479-22.7% | $159,474-49.4% | $79,391+1.7% |
| Participation rate | 88.8% | 76.6%+12.2pp | 82.8%+6.0pp | 70.7%+18.1pp |
| Annual return | 16.12% | 67.98%-51.9pp | 263.68%-247.6pp | 116.88%-100.8pp |
| Employer contribution / active EE | $5,608 | $3,417+64.1% | $4,831+16.1% | $2,428+131.0% |
| Participant deferral / active EE | $6,945 | $6,468+7.4% | $7,353-5.6% | $4,046+71.7% |
| Admin fee / account holder | $208 | $711-70.8% | $10,802-98.1% | $627-66.8% |