Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES4 years Service code 22 7755 3RD ST NORTH · OAKDALE, MN 55128 | Insurance Broker | $13,061 |
ASCENSUS LLC4 years Service code 13 · EIN 11-3665754 | Contract Administrator | $10,571 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,359 | $64,176+12.8% | $112,263-35.5% | $66,949+8.1% |
| Participation rate | 59.4% | 68.4%-9.1pp | 75.1%-15.7pp | 69.8%-10.4pp |
| Annual return | -16.71% | -13.80%-2.9pp | 27.49%-44.2pp | 1.57%-18.3pp |
| Employer contribution / active EE | $2,190 | $3,007-27.2% | $3,636-39.8% | $2,545-14.0% |
| Participant deferral / active EE | $3,867 | $3,694+4.7% | $4,729-18.2% | $4,239-8.8% |
| Admin fee / account holder | $392 | $626-37.4% | $6,410-93.9% | $594-34.0% |