Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES1+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $3,326 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,227 | $37,134-67.1% | $100,671-87.9% | $52,331-76.6% |
| Participation rate | 22.3% | 57.7%-35.3pp | 70.7%-48.4pp | 68.1%-45.8pp |
| Annual return | -4.12% | 0.10%-4.2pp | 20.43%-24.5pp | 4.54%-8.7pp |
| Employer contribution / active EE | $370 | $1,187-68.8% | $4,012-90.8% | $1,882-80.3% |
| Participant deferral / active EE | $885 | $2,163-59.1% | $3,144-71.9% | $3,022-70.7% |
| Admin fee / account holder | $12 | $467-97.3% | $4,850-99.7% | $592-97.9% |