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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 | $106,264-65.8% | $147,117-75.3% | $77,762-53.3% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.5pp | 70.6%+25.0pp |
| Annual return | 17.66% | 56.94%-39.3pp | 420.54%-402.9pp | 31.27%-13.6pp |
| Employer contribution / active EE | $1,916 | $4,074-53.0% | $4,932-61.2% | $2,728-29.8% |
| Participant deferral / active EE | $8,199 | $8,003+2.4% | $8,065+1.7% | $4,651+76.3% |
| Admin fee / account holder | $24 | $334-92.8% | $12,993-99.8% | $433-94.4% |