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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 27 400 ROBERT ST. N · ST. PAUL, MN 55101 | Advisory (Plan) | $23,663 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,416 |
Service code 13 HUGUENOT COMMONS STE 101 · MIDLOTHIAN, VA 231132426 | Contract Administrator | $3,015 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,104 | $104,482-35.8% | $159,455-57.9% | $79,393-15.5% |
| Participation rate | 97.1% | 76.6%+20.4pp | 82.8%+14.2pp | 70.7%+26.4pp |
| Annual return | 19.41% | 67.96%-48.5pp | 263.63%-244.2pp | 116.87%-97.5pp |
| Employer contribution / active EE | $2,451 | $3,416-28.3% | $4,830-49.3% | $2,428+1.0% |
| Participant deferral / active EE | $7,710 | $6,467+19.2% | $7,353+4.9% | $4,046+90.6% |
| Admin fee / account holder | $126 | $711-82.2% | $10,800-98.8% | $627-79.8% |