Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL GROUP, INC. Service code 27 · EIN 41-1919752 | Advisory (Plan) | $5,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,117 | $86,692-71.0% | $119,634-79.0% | $66,949-62.5% |
| Participation rate | 53.3% | 75.6%-22.3pp | 79.3%-26.0pp | 69.8%-16.5pp |
| Annual return | -17.06% | -8.00%-9.1pp | -14.98%-2.1pp | 1.57%-18.6pp |
| Employer contribution / active EE | $1,715 | $2,536-32.4% | $4,232-59.5% | $2,545-32.6% |
| Participant deferral / active EE | $3,623 | $4,360-16.9% | $5,601-35.3% | $4,239-14.5% |
| Admin fee / account holder | $122 | $755-83.8% | $10,329-98.8% | $594-79.4% |