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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $21,286 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,054 |
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $1,424 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $101,894 | $65,592+55.3% | $90,161+13.0% | $69,631+46.3% |
| Participation rate | 93.2% | 77.6%+15.6pp | 76.9%+16.4pp | 70.7%+22.5pp |
| Annual return | 21.53% | 57.10%-35.6pp | 34.89%-13.4pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $3,672 | $2,193+67.5% | $3,318+10.7% | $2,032+80.7% |
| Participant deferral / active EE | $10,384 | $5,257+97.5% | $5,287+96.4% | $3,224+222.1% |
| Admin fee / account holder | $119 | $86+38.6% | $5,943-98.0% | $110+7.6% |