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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES4 years Service code 27 7755 3RD ST NORTH · OAKDALE, MN 55128 | Advisory (Plan) | $24,154 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,241 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,178 | $81,870-19.2% | $119,634-44.7% | $68,490-3.4% |
| Participation rate | 90.9% | 71.9%+19.0pp | 79.3%+11.6pp | 67.9%+23.0pp |
| Annual return | -17.97% | -23.82%+5.9pp | -14.98%-3.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $258 | $2,692-90.4% | $4,232-93.9% | $2,597-90.1% |
| Participant deferral / active EE | $4,844 | $4,148+16.8% | $5,601-13.5% | $4,028+20.3% |
| Admin fee / account holder | $387 | $6,583-94.1% | $10,329-96.3% | $5,403-92.8% |