Filed March 11, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,896 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 27 · EIN 41-1486060 | Advisory (Plan) | $40,925 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,406 | $104,336-54.6% | $159,487-70.3% | $86,821-45.4% |
| Participation rate | 99.1% | 77.7%+21.4pp | 82.8%+16.3pp | 72.3%+26.8pp |
| Annual return | 31.53% | 26.32%+5.2pp | 263.71%-232.2pp | 97.94%-66.4pp |
| Employer contribution / active EE | $6,047 | $3,451+75.2% | $4,831+25.2% | $2,406+151.3% |
| Participant deferral / active EE | $7,005 | $6,837+2.5% | $7,354-4.7% | $4,132+69.6% |
| Admin fee / account holder | $146 | $172-15.1% | $10,804-98.6% | $170-13.8% |