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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) | $23,355 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $8,835 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,305 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 13 1523 HUGUENOT ROAD, STE 101 · MIDLOTHIAN, VA 231132426 | Contract Administrator | $2,335 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,608 | $91,439-26.1% | $135,974-50.3% | $71,511-5.5% |
| Participation rate | 94.3% | 75.7%+18.6pp | 81.9%+12.4pp | 67.9%+26.4pp |
| Annual return | 22.12% | 29.90%-7.8pp | 68.30%-46.2pp | 28.86%-6.7pp |
| Employer contribution / active EE | $4,082 | $3,705+10.2% | $4,859-16.0% | $2,589+57.6% |
| Participant deferral / active EE | $7,601 | $7,093+7.2% | $7,760-2.1% | $4,291+77.1% |
| Admin fee / account holder | $154 | $1,267-87.9% | $10,767-98.6% | $1,588-90.3% |