Filed September 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES1+ years Service code 26 · EIN 14-1364513 500 BIELENBERG DR · WOODBURY, MN 55125 | Advisory (Participants) | $28,493 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FIANCIAL SERVICES, LLC Service code 13 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Contract Administrator | $17,438 |
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 | $39,768 | $46,360-14.2% | $147,617-73.1% | $52,331-24.0% |
| Participation rate | 75.3% | 64.9%+10.4pp | 84.6%-9.3pp | 68.1%+7.2pp |
| Annual return | 5.43% | 1.62%+3.8pp | 61.98%-56.5pp | 4.54%+0.9pp |
| Employer contribution / active EE | $1,822 | $2,126-14.3% | $5,564-67.3% | $1,882-3.2% |
| Participant deferral / active EE | $1,883 | $2,258-16.6% | $4,895-61.5% | $3,022-37.7% |
| Admin fee / account holder | $223 | $766-70.9% | $11,612-98.1% | $592-62.3% |