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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 99 | Other Fees | $7,770 |
Service code 13 · EIN 62-1757444 | Contract Administrator | $7,380 |
WOODBURY FINANCIAL SERVICES9+ years Service code 27 7755 3RD STREET NORTH · OAK DALE, MN 55128 | Advisory (Plan) | $4,909 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,184 | $47,180-50.9% | $149,723-84.5% | $74,473-68.9% |
| Participation rate | 25.5% | 63.4%-37.9pp | 78.8%-53.3pp | 70.7%-45.3pp |
| Annual return | 21.80% | 22.75%-0.9pp | 134.50%-112.7pp | 34.36%-12.6pp |
| Employer contribution / active EE | $467 | $1,907-75.5% | $4,821-90.3% | $2,638-82.3% |
| Participant deferral / active EE | $693 | $2,730-74.6% | $5,682-87.8% | $4,530-84.7% |
| Admin fee / account holder | $120 | $343-64.9% | $13,215-99.1% | $347-65.3% |