Filed June 17, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES6 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $46,790 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $36,888 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,473 | $72,620-45.6% | $90,760-56.5% | $66,938-41.0% |
| Participation rate | 98.3% | 73.7%+24.6pp | 75.7%+22.6pp | 69.8%+28.5pp |
| Annual return | -16.57% | -12.28%-4.3pp | -12.16%-4.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $968 | $2,369-59.2% | $2,922-66.9% | $2,545-62.0% |
| Participant deferral / active EE | $5,399 | $3,979+35.7% | $4,565+18.3% | $4,238+27.4% |
| Admin fee / account holder | $352 | $707-50.3% | $8,444-95.8% | $594-40.8% |