Filed March 27, 2019
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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 99 · EIN 41-0944586 | Other Fees | $7,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,628 | $26,114-59.3% | $58,544-81.8% | $74,440-85.7% |
| Participation rate | 19.9% | 32.1%-12.2pp | 50.9%-30.9pp | 70.7%-50.8pp |
| Annual return | 18.49% | 32.51%-14.0pp | 4249.56%-4231.1pp | 34.37%-15.9pp |
| Employer contribution / active EE | $194 | $536-63.8% | $1,053-81.6% | $2,638-92.7% |
| Participant deferral / active EE | $946 | $1,075-12.0% | $1,923-50.8% | $4,529-79.1% |
| Admin fee / account holder | $96 | $649-85.2% | $2,520-96.2% | $348-72.5% |