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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES3 years Service code 22 7755 3RD ST NORTH · OAKDALE, MN 55128 | Insurance Broker | $20,716 |
ASCENSUS LLC3 years Service code 13 · EIN 11-3665754 | Contract Administrator | $8,235 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,546 | $77,677+17.9% | $109,173-16.1% | $79,391+15.3% |
| Participation rate | 51.4% | 67.8%-16.4pp | 75.9%-24.5pp | 70.7%-19.3pp |
| Annual return | 16.06% | 23.44%-7.4pp | 25.75%-9.7pp | 116.88%-100.8pp |
| Employer contribution / active EE | $1,804 | $2,798-35.5% | $3,723-51.5% | $2,428-25.7% |
| Participant deferral / active EE | $3,118 | $3,517-11.3% | $4,654-33.0% | $4,046-22.9% |
| Admin fee / account holder | $319 | $732-56.5% | $6,755-95.3% | $627-49.2% |