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| Provider | Service type | Compensation |
|---|---|---|
TAX SHELTERED COMPENSATION, INC.6+ years Service code 13 · EIN 41-0955056 | Contract Administrator | $7,018 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $750 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SE Service code 53 7755 3RD ST N · OAKDALE, MN 55128 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,307 | $54,590-55.5% | $81,930-70.3% | $73,488-66.9% |
| Participation rate | 67.2% | 68.3%-1.1pp | 72.0%-4.8pp | 70.7%-3.5pp |
| Annual return | 13.75% | 17.74%-4.0pp | 29.49%-15.7pp | 28.51%-14.8pp |
| Employer contribution / active EE | $433 | $1,636-73.5% | $4,310-90.0% | $2,270-80.9% |
| Participant deferral / active EE | $1,454 | $2,759-47.3% | $7,107-79.5% | $3,740-61.1% |
| Admin fee / account holder | $225 | $592-62.1% | $5,158-95.6% | $513-56.2% |