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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL GROUP Service code 15 · EIN 41-0417830 | Recordkeeping | $79,591 |
Service code 26 · EIN 39-1859759 | Advisory (Participants) | $35,000 |
Service code 29 · EIN 39-1126909 | Legal | $25,200 |
WILSON-MCSHANE CORPORATION4 years Service code 13 · EIN 41-0956552 | Contract Administrator | $20,601 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $13,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,315 | $93,010-58.8% | $96,515-60.3% | $74,460-48.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | -0.13% | 37.50%-37.6pp | 35.73%-35.9pp | 34.38%-34.5pp |
| Employer contribution / active EE | $2,291 | $3,427-33.2% | $3,740-38.7% | $2,638-13.2% |
| Participant deferral / active EE | $67 | $3,971-98.3% | $4,880-98.6% | $4,530-98.5% |
| Admin fee / account holder | $216 | $633-65.9% | $6,735-96.8% | $348-38.0% |