Filed March 11, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,220 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 50 · EIN 41-1486060 | Direct Payment | $45,310 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,599 | $82,202-55.5% | $125,339-70.8% | $64,808-43.5% |
| Participation rate | 99.3% | 77.9%+21.4pp | 82.4%+16.9pp | 71.5%+27.8pp |
| Annual return | -13.20% | 3.48%-16.7pp | 572.05%-585.2pp | 32.82%-46.0pp |
| Employer contribution / active EE | $5,316 | $3,615+47.0% | $4,814+10.4% | $2,506+112.1% |
| Participant deferral / active EE | $6,422 | $7,175-10.5% | $7,446-13.8% | $4,310+49.0% |
| Admin fee / account holder | $131 | $163-19.6% | $10,010-98.7% | $188-30.1% |