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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES7+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $44,673 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,502 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,666 | $81,908-67.4% | $90,749-70.6% | $64,808-58.9% |
| Participation rate | 72.5% | 80.5%-7.9pp | 75.7%-3.1pp | 71.5%+1.1pp |
| Annual return | -13.74% | -12.53%-1.2pp | -12.16%-1.6pp | 32.82%-46.6pp |
| Employer contribution / active EE | $492 | $3,065-84.0% | $2,921-83.2% | $2,506-80.4% |
| Participant deferral / active EE | $2,433 | $4,840-49.7% | $4,564-46.7% | $4,310-43.5% |
| Admin fee / account holder | $77 | $157-51.3% | $8,445-99.1% | $188-59.2% |