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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FIN SVCS INC Service code 53 · EIN 41-0944586 | Insurance Commissions | $25,392 |
Service code 49 · EIN 04-1590850 | Other Services | $14,128 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
DWS FUNDS3 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-6039283 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
IVY FUNDS4 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,707 | $52,722+7.6% | $90,461-37.3% | $73,412-22.8% |
| Participation rate | 53.7% | 67.7%-14.0pp | 72.7%-19.0pp | 72.2%-18.5pp |
| Annual return | 34.01% | 20.70%+13.3pp | 1294.76%-1260.7pp | 59.30%-25.3pp |
| Employer contribution / active EE | $1,952 | $1,872+4.3% | $3,264-40.2% | $2,234-12.6% |
| Participant deferral / active EE | $3,072 | $2,810+9.3% | $3,964-22.5% | $3,806-19.3% |
| Admin fee / account holder | $48 | $117-59.0% | $5,617-99.1% | $158-69.7% |