Filed March 27, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 99 · EIN 41-0944586 | Other Fees | $6,131 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,937 | $30,107-67.0% | $61,452-83.8% | $64,819-84.7% |
| Participation rate | 11.8% | 36.4%-24.6pp | 52.6%-40.8pp | 71.5%-59.7pp |
| Annual return | -18.38% | -13.99%-4.4pp | 338.96%-357.3pp | 32.84%-51.2pp |
| Employer contribution / active EE | $106 | $537-80.3% | $1,160-90.9% | $2,507-95.8% |
| Participant deferral / active EE | $546 | $1,126-51.5% | $2,125-74.3% | $4,311-87.3% |
| Admin fee / account holder | $74 | $148-50.4% | $2,131-96.5% | $188-60.8% |