Filed October 5, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $134,385 |
WOODBURY FINANCIAL SERVICES6+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 ATTN COMMISSIONS · SAINT PAUL, MN 55164 | Other Commissions | $37,529 |
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 | $62,841 | $52,293+20.2% | $178,498-64.8% | $73,412-14.4% |
| Participation rate | 95.8% | 65.3%+30.4pp | 81.9%+13.8pp | 72.2%+23.6pp |
| Annual return | 17.39% | 34.75%-17.4pp | 151.09%-133.7pp | 59.30%-41.9pp |
| Employer contribution / active EE | $1,229 | $1,735-29.2% | $5,011-75.5% | $2,234-45.0% |
| Participant deferral / active EE | $4,400 | $2,332+88.7% | $5,202-15.4% | $3,806+15.6% |
| Admin fee / account holder | $145 | $127+14.0% | $13,985-99.0% | $158-8.1% |