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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,140 |
WOODBURY FINANCIAL SERVICES1+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 500 BIELENBERG DR · WOODBURY, MN 55125 | Other Commissions | $21,803 |
BAKER TILLY US, LLP1+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $9,678 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,765 | $88,324-74.2% | $115,038-80.2% | $55,191-58.8% |
| Participation rate | 36.5% | 72.5%-36.0pp | 81.4%-44.9pp | 69.2%-32.7pp |
| Annual return | -0.17% | 6.30%-6.5pp | 26.14%-26.3pp | 10.78%-11.0pp |
| Employer contribution / active EE | $254 | $2,805-90.9% | $4,608-94.5% | $1,899-86.6% |
| Participant deferral / active EE | $2,395 | $5,042-52.5% | $6,026-60.3% | $3,046-21.4% |
| Admin fee / account holder | $170 | $105+60.8% | $8,175-97.9% | $91+86.7% |