Filed June 17, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $24,615 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $22,281 |
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).
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 | $47,140 | $70,917-33.5% | $98,920-52.3% | $73,493-35.9% |
| Participation rate | 66.2% | 73.8%-7.6pp | 76.0%-9.9pp | 70.7%-4.5pp |
| Annual return | 16.77% | 34.18%-17.4pp | 196.47%-179.7pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,654 | $2,037-18.8% | $2,689-38.5% | $2,270-27.1% |
| Participant deferral / active EE | $4,455 | $3,501+27.2% | $4,245+4.9% | $3,740+19.1% |
| Admin fee / account holder | $337 | $535-36.9% | $6,643-94.9% | $513-34.2% |