Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT CONSULTING SERVICES Service code 17 · EIN 32-0016703 | Pension Consulting | $3,215 |
MINNESOTA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $2,611 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,935 | $167,504-64.2% | $151,628-60.5% | $134,509-55.4% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,143 | $6,828-83.3% | $6,165-81.5% | $4,741-75.9% |
| Participant deferral / active EE | $3,563 | $8,985-60.3% | $8,363-57.4% | $6,400-44.3% |
| Admin fee / account holder | $1,428 | $13,779-89.6% | $11,613-87.7% | $11,427-87.5% |