Filed June 17, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $20,180 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $19,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,506 | $66,310-38.9% | $93,606-56.7% | $65,185-37.9% |
| Participation rate | 67.1% | 74.0%-6.9pp | 75.8%-8.7pp | 70.2%-3.1pp |
| Annual return | 24.41% | 42.58%-18.2pp | 32.76%-8.3pp | 29.38%-5.0pp |
| Employer contribution / active EE | $1,872 | $2,012-7.0% | $2,718-31.1% | $2,177-14.0% |
| Participant deferral / active EE | $4,573 | $3,342+36.9% | $4,069+12.4% | $3,514+30.2% |
| Admin fee / account holder | $316 | $6,897-95.4% | $7,888-96.0% | $847-62.7% |