Filed March 11, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,863 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 13 · EIN 41-1486060 | Contract Administrator | $20,944 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,232 | $88,122-68.0% | $141,162-80.0% | $67,579-58.2% |
| Participation rate | 95.4% | 76.5%+18.9pp | 82.5%+12.9pp | 71.3%+24.1pp |
| Annual return | 37.87% | 75.40%-37.5pp | 71.39%-33.5pp | 378.56%-340.7pp |
| Employer contribution / active EE | $5,918 | $3,224+83.5% | $4,735+25.0% | $2,148+175.5% |
| Participant deferral / active EE | $5,789 | $5,958-2.8% | $6,709-13.7% | $3,539+63.6% |
| Admin fee / account holder | $117 | $131-10.4% | $10,261-98.9% | $142-17.5% |