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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES Service code 26 · EIN 41-1486060 | Advisory (Participants) | $17,484 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $15,874 |
INTAC ACTUARIAL SERVICES3 years Service code 11 300 TICE BLVD, SUITE 289 · WOODCLIFF LAKE, NJ 07677 | Actuarial | $10,170 |
PRICEKUBECKA PLLC1 year Service code 10 · EIN 75-2783674 | Accounting | $10,000 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN(ASCENSUS) Service code 11 200 DRYDEN ROAD · DRESHER, PA 19025 | Actuarial | $8,947 |
Filed as: CETERA ADVISOR NETWORKS Service code 26 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Participants) | $5,844 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 64 | Recordkeeping Fees | $2 |
ASCENSUS LLC2 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,767 | $91,537-28.2% | $130,045-49.4% | $75,173-12.5% |
| Participation rate | 92.0% | 71.5%+20.5pp | 78.5%+13.5pp | 67.2%+24.8pp |
| Annual return | 15.13% | -631.55%+646.7pp | -137.30%+152.4pp | 160.72%-145.6pp |
| Employer contribution / active EE | $1,012 | $2,845-64.4% | $4,321-76.6% | $2,671-62.1% |
| Participant deferral / active EE | $6,501 | $4,343+49.7% | $5,820+11.7% | $4,126+57.5% |
| Admin fee / account holder | $599 | $6,780-91.2% | $10,600-94.3% | $5,651-89.4% |