Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL GROUP Service code 15 · EIN 41-0417830 | Recordkeeping | $99,461 |
Service code 26 · EIN 39-1859759 | Advisory (Participants) | $35,000 |
WILSON-MCSHANE CORPORATION3 years Service code 13 · EIN 41-0956552 | Contract Administrator | $20,922 |
Service code 29 22 E MIFFLIN ST UNIT 700 · MADISON, WI 53703 | Legal | $20,375 |
QUARLES & BRADY LLP7+ years Service code 29 · EIN 39-0432630 | Legal | $14,805 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $13,000 |
Participant contribution per participant 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 | $39,292 | $106,236-63.0% | $112,249-65.0% | $64,819-39.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -6.68% | -6.02%-0.7pp | 27.48%-34.2pp | 32.84%-39.5pp |
| Employer contribution / active EE | $2,234 | $3,166-29.5% | $3,636-38.6% | $2,507-10.9% |
| Participant deferral / active EE | $95 | $3,785-97.5% | $4,729-98.0% | $4,311-97.8% |
| Admin fee / account holder | $226 | $452-49.9% | $6,412-96.5% | $188+20.4% |