Filed July 10, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY10+ years Service code 12 · EIN 41-0417830 | Direct payment from the plan; Custodi... | $68,301 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $52,668 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,718 | $89,465+1.4% | $164,866-45.0% | $77,671+16.8% |
| Participation rate | 97.4% | 78.6%+18.8pp | 78.6%+18.8pp | 70.6%+26.8pp |
| Annual return | 15.02% | 28.81%-13.8pp | 69.97%-55.0pp | 31.21%-16.2pp |
| Employer contribution / active EE | $3,383 | $2,568+31.8% | $4,343-22.1% | $2,726+24.1% |
| Participant deferral / active EE | $5,661 | $4,897+15.6% | $6,033-6.2% | $4,648+21.8% |
| Admin fee / account holder | $185 | $340-45.6% | $12,689-98.5% | $430-57.1% |