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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES2 years Service code 27 7755 3RD ST NORTH · OAKDALE, MN 55128 | Advisory (Plan) | $22,562 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,807 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,964 | $99,957-28.0% | $149,730-51.9% | $73,493-2.1% |
| Participation rate | 87.0% | 75.7%+11.3pp | 82.5%+4.5pp | 70.7%+16.3pp |
| Annual return | 15.06% | 53.87%-38.8pp | 276.70%-261.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10,156 | $6,073+67.2% | $6,843+48.4% | $3,740+171.6% |
| Admin fee / account holder | $168 | $551-69.5% | $9,310-98.2% | $513-67.2% |