Filed December 22, 2016 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $3,369 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,288 | $87,125+57.6% | $108,405+26.6% | $86,821+58.1% |
| Participation rate | 95.7% | 80.5%+15.2pp | 80.1%+15.6pp | 72.3%+23.4pp |
| Annual return | 14.28% | 25.21%-10.9pp | 905.55%-891.3pp | 97.94%-83.7pp |
| Employer contribution / active EE | $7,686 | $2,477+210.2% | $3,559+116.0% | $2,406+219.4% |
| Participant deferral / active EE | $8,646 | $6,944+24.5% | $6,563+31.7% | $4,132+109.3% |
| Admin fee / account holder | $8 | $130-93.8% | $7,297-99.9% | $170-95.2% |