Filed June 17, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $13,945 |
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $11,663 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,018 | $63,314-57.3% | $91,004-70.3% | $62,293-56.6% |
| Participation rate | 84.3% | 73.3%+10.9pp | 75.6%+8.7pp | 69.5%+14.7pp |
| Annual return | 22.75% | 21.00%+1.8pp | 4.60%+18.2pp | 28.90%-6.1pp |
| Employer contribution / active EE | $1,962 | $1,807+8.6% | $2,456-20.1% | $2,042-3.9% |
| Participant deferral / active EE | $4,737 | $2,944+60.9% | $3,548+33.5% | $3,169+49.5% |
| Admin fee / account holder | $221 | $468-52.8% | $5,417-95.9% | $479-53.9% |