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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WOODBURY FINANCIAL SVCS INC. Service code 26 · EIN 41-0944586 | Advisory (Participants) | $12,227 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,106 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,249 | $43,133-50.7% | $89,400-76.2% | $73,493-71.1% |
| Participation rate | 94.4% | 55.0%+39.5pp | 68.0%+26.5pp | 70.7%+23.8pp |
| Annual return | 20.47% | 135.66%-115.2pp | 245.64%-225.2pp | 28.51%-8.0pp |
| Employer contribution / active EE | $1,319 | $1,438-8.2% | $2,586-49.0% | $2,270-41.9% |
| Participant deferral / active EE | $2,933 | $2,445+20.0% | $3,890-24.6% | $3,740-21.6% |
| Admin fee / account holder | $243 | $444-45.2% | $4,882-95.0% | $513-52.6% |