Filed October 5, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES2+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD STREET N · OAKDALE, MN 55128 | Other Commissions | $26,451 |
Service code 65 · EIN 71-0294708 | Account Maintenance | $5,525 |
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 | $41,379 | $36,916+12.1% | $156,551-73.6% | $57,658-28.2% |
| Participation rate | 95.2% | 63.4%+31.8pp | 84.0%+11.2pp | 70.2%+25.0pp |
| Annual return | 7.78% | 12.38%-4.6pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,188 | $1,571-24.3% | $5,501-78.4% | $1,974-39.8% |
| Participant deferral / active EE | $3,993 | $1,926+107.3% | $4,871-18.0% | $3,061+30.5% |
| Admin fee / account holder | $7 | $82-91.0% | $13,028-99.9% | $95-92.2% |