Filed August 17, 2021
| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $760 |
Filed as: HARDING SHYMANSKI & COMPANY Service code 10 · EIN 35-1346211 | Accounting | $102 |
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 | $40,944 | $75,284-45.6% | $91,004-55.0% | $69,634-41.2% |
| Participation rate | 78.3% | 80.4%-2.1pp | 75.6%+2.7pp | 70.7%+7.6pp |
| Annual return | 14.26% | 48.40%-34.1pp | 4.60%+9.7pp | 27572.26%-27558.0pp |
| Employer contribution / active EE | $703 | $2,473-71.6% | $2,456-71.4% | $2,032-65.4% |
| Participant deferral / active EE | $1,802 | $3,700-51.3% | $3,548-49.2% | $3,224-44.1% |
| Admin fee / account holder | $1 | $111-98.7% | $5,417-100.0% | $110-98.7% |