Filed October 5, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 55 PO BOX 64284 · SAINT PAUL, MN 55164 | Other Commissions | $35,038 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,103 |
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 | $45,398 | $37,196+22.0% | $154,111-70.5% | $55,725-18.5% |
| Participation rate | 95.8% | 64.1%+31.7pp | 83.0%+12.7pp | 70.9%+24.9pp |
| Annual return | 0.39% | 1319.68%-1319.3pp | 735.18%-734.8pp | 244.93%-244.5pp |
| Employer contribution / active EE | $1,115 | $1,614-30.9% | $5,298-79.0% | $2,078-46.4% |
| Participant deferral / active EE | $4,000 | $2,068+93.4% | $5,081-21.3% | $3,356+19.2% |
| Admin fee / account holder | $7 | $102-93.0% | $13,411-99.9% | $115-93.8% |