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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 | $106,247-65.8% | $147,096-75.3% | $77,714-53.2% |
| Participation rate | 95.6% | 78.4%+17.3pp | 82.2%+13.5pp | 70.6%+25.1pp |
| Annual return | 17.66% | 56.87%-39.2pp | 419.75%-402.1pp | 31.26%-13.6pp |
| Employer contribution / active EE | $1,916 | $4,069-52.9% | $4,936-61.2% | $2,727-29.7% |
| Participant deferral / active EE | $8,199 | $7,996+2.5% | $8,071+1.6% | $4,649+76.3% |
| Admin fee / account holder | $24 | $338-92.9% | $13,005-99.8% | $433-94.4% |