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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES9+ years Service code 99 | Other Fees | $21,821 |
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,995 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $7,995 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 | Other Services | $7,404 |
ASCENSUS LLC4 years Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
WOODBURY FINANCIAL SERVICES9+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 99 · EIN 41-0944586 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,346 | $106,110-65.7% | $147,005-75.3% | $77,671-53.2% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.5pp | 70.6%+25.1pp |
| Annual return | 17.66% | 56.77%-39.1pp | 418.76%-401.1pp | 31.21%-13.6pp |
| Employer contribution / active EE | $1,916 | $4,065-52.9% | $4,934-61.2% | $2,726-29.7% |
| Participant deferral / active EE | $8,199 | $7,992+2.6% | $8,070+1.6% | $4,648+76.4% |
| Admin fee / account holder | $24 | $338-92.9% | $13,006-99.8% | $430-94.4% |