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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WOODBURY FINANCIAL Service code 27 · EIN 40-0944586 | Advisory (Plan) | $12,470 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,437 | $82,674-49.9% | $125,381-67.0% | $68,486-39.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -17.19% | -5.97%-11.2pp | 572.31%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,207 | $6,111+1.6% | $7,448-16.7% | $4,028+54.1% |
| Admin fee / account holder | $157 | $6,277-97.5% | $10,007-98.4% | $5,404-97.1% |