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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES1+ years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 22 7755 3RD ST. N · OAKDALE, MN 55128 | Insurance Broker | $598,385 |
SYMETRA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 91-0742147 | Contract Administrator | $265,218 |
DAMON A. PIERSON1+ years Service code 22 WOODBURY FINANCIAL SERVICES INC. · CORONA, CA 92883 | Insurance Broker | $15,533 |
INVESCO1+ years Filed as: AIM/INVESTCO Service code 28 P.O. BOX 4739 · HOUSTON, TX 77210 | Investment Management | $0 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 P.O. BOX 419786 · KANSAS CITY, MO 64141 | Investment Management | $0 |
CALVERT1+ years Filed as: CALVERT GROUP LTD Service code 28 4550 MONTGOMERY AVENUE · BETHESDA, MD 20814 | Investment Management | $0 |
DWS FUNDS1+ years Filed as: DWS INVESTMENTS Service code 28 222 S. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $0 |
FEDERATED1+ years Filed as: FEDERATED INVESTORS Service code 28 P.O. BOX 8600 · BOSTON, MA 02266 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH Service code 28 P.O. BOX 770001 · CINCINNATI, OH 45277 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN/TEMPLETON Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,037 | $112,772-81.3% | $57,349-63.3% | $59,188-64.5% |
| Participation rate | 45.4% | 71.3%-25.9pp | 75.1%-29.7pp | 69.4%-24.0pp |
| Annual return | -0.18% | 0.85%-1.0pp | 24.40%-24.6pp | 5.51%-5.7pp |
| Employer contribution / active EE | $1,361 | $3,400-60.0% | $2,689-49.4% | $2,098-35.1% |
| Participant deferral / active EE | $1,651 | $3,010-45.2% | $3,162-47.8% | $3,265-49.4% |
| Admin fee / account holder | $11 | $144-92.6% | $3,356-99.7% | $92-88.4% |