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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $57,203 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253756 | Recordkeeping and information managem... | $50,384 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,677 | $43,504+94.6% | $68,612+23.4% | $56,289+50.4% |
| Participation rate | 91.4% | 67.8%+23.6pp | 72.2%+19.2pp | 69.9%+21.6pp |
| Annual return | -6.58% | -3.15%-3.4pp | -4.63%-2.0pp | -9.96%+3.4pp |
| Employer contribution / active EE | $8,581 | $1,525+462.6% | $2,625+226.9% | $2,111+306.5% |
| Participant deferral / active EE | $5,197 | $2,509+107.1% | $3,311+56.9% | $3,350+55.1% |
| Admin fee / account holder | $581 | $515+12.8% | $5,131-88.7% | $521+11.5% |