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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $77,557 |
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO. Service code 27 | Advisory (Plan) | $108 |
WOODBURY FINANCIAL SERVICES2 years Service code 26 7755 3RD STREET NORT · OAKDALE, MN 55128 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,122 | $79,955-16.1% | $98,450-31.8% | $75,181-10.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.70% | 19.75%-3.0pp | 21.16%-4.5pp | 160.69%-144.0pp |
| Employer contribution / active EE | $3,070 | $2,264+35.6% | $3,049+0.7% | $2,671+15.0% |
| Participant deferral / active EE | $5,453 | $3,752+45.3% | $4,739+15.1% | $4,126+32.2% |
| Admin fee / account holder | $262 | $6,841-96.2% | $8,961-97.1% | $5,650-95.4% |