Filed May 10, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $12,472 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,697 | $84,936+58.6% | $111,297+21.0% | $79,386+69.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 15.36% | 17.45%-2.1pp | 54.65%-39.3pp | 116.85%-101.5pp |
| Employer contribution / active EE | $7,985 | $1,979+303.4% | $2,731+192.4% | $2,427+228.9% |
| Participant deferral / active EE | $4,317 | $3,888+11.0% | $4,487-3.8% | $4,046+6.7% |
| Admin fee / account holder | $51 | $537-90.6% | $7,964-99.4% | $626-91.9% |