Filed August 1, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $36,532 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $14,422 |
WOODBURY FINANCIAL SERVICES2+ years Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $13,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,396 | $42,582-31.0% | $171,082-82.8% | $57,658-49.0% |
| Participation rate | 66.8% | 63.9%+2.9pp | 76.7%-9.9pp | 70.2%-3.4pp |
| Annual return | 6.93% | 308.67%-301.7pp | 32.56%-25.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $943 | $1,306-27.8% | $4,002-76.4% | $1,974-52.2% |
| Participant deferral / active EE | $3,146 | $2,933+7.3% | $4,797-34.4% | $3,061+2.8% |
| Admin fee / account holder | $70 | $82-14.8% | $8,520-99.2% | $95-25.8% |