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| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $71,063 |
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253756 | Direct payment from the plan; Custodi... | $63,419 |
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 | $118,338 | $54,590+116.8% | $81,716+44.8% | $73,493+61.0% |
| Participation rate | 90.4% | 68.3%+22.1pp | 72.0%+18.4pp | 70.7%+19.7pp |
| Annual return | 17.70% | 17.74%0pp | 29.49%-11.8pp | 28.51%-10.8pp |
| Employer contribution / active EE | $2,982 | $1,636+82.3% | $4,310-30.8% | $2,270+31.4% |
| Participant deferral / active EE | $5,740 | $2,759+108.1% | $7,108-19.2% | $3,740+53.5% |
| Admin fee / account holder | $603 | $592+1.9% | $5,159-88.3% | $513+17.5% |