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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $122,173 |
Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 55 7755 3RD STREET NORTH · OAKDALE, MN 55128 | Other Commissions | $63 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,809 | $52,293-60.2% | $178,499-88.3% | $73,412-71.7% |
| Participation rate | 87.3% | 65.3%+21.9pp | 81.9%+5.3pp | 72.2%+15.1pp |
| Annual return | 14.15% | 34.75%-20.6pp | 151.10%-137.0pp | 59.30%-45.1pp |
| Employer contribution / active EE | $1,355 | $1,735-21.9% | $5,011-73.0% | $2,234-39.3% |
| Participant deferral / active EE | $1,130 | $2,332-51.5% | $5,202-78.3% | $3,806-70.3% |
| Admin fee / account holder | $175 | $127+37.2% | $13,986-98.8% | $158+10.7% |