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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 15 · EIN 41-1486060 | Recordkeeping | $17,131 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,889 | $61,166-36.4% | $185,837-79.1% | $79,393-51.0% |
| Participation rate | 52.6% | 66.6%-14.0pp | 81.7%-29.1pp | 70.7%-18.1pp |
| Annual return | 21.78% | 19.45%+2.3pp | 122.08%-100.3pp | 116.87%-95.1pp |
| Employer contribution / active EE | $1,900 | $2,321-18.1% | $5,168-63.2% | $2,428-21.7% |
| Participant deferral / active EE | $2,721 | $2,789-2.4% | $5,568-51.1% | $4,046-32.7% |
| Admin fee / account holder | $181 | $710-74.5% | $16,241-98.9% | $627-71.1% |