Filed March 11, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,344 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 13 · EIN 41-1486060 | Contract Administrator | $28,151 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,595 | $100,801-62.7% | $149,745-74.9% | $73,412-48.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 51.63% | 265.34%-213.7pp | 276.72%-225.1pp | 59.30%-7.7pp |
| Employer contribution / active EE | $5,704 | $3,312+72.3% | $4,646+22.8% | $2,234+155.4% |
| Participant deferral / active EE | $6,106 | $6,404-4.7% | $6,843-10.8% | $3,806+60.4% |
| Admin fee / account holder | $141 | $181-22.1% | $9,312-98.5% | $158-10.8% |