Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $18,014 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,403 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,275 | $50,199-41.7% | $69,884-58.1% | $66,938-56.3% |
| Participation rate | 51.6% | 66.3%-14.7pp | 70.5%-18.9pp | 69.8%-18.2pp |
| Annual return | -16.55% | -13.85%-2.7pp | 190.81%-207.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,208 | $1,864-35.2% | $2,560-52.8% | $2,545-52.5% |
| Participant deferral / active EE | $2,860 | $3,112-8.1% | $3,848-25.7% | $4,238-32.5% |
| Admin fee / account holder | $363 | $600-39.5% | $6,266-94.2% | $594-38.8% |