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| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $5,303 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,710 | $55,453-59.0% | $170,435-86.7% | $62,293-63.5% |
| Participation rate | 98.8% | 66.4%+32.4pp | 83.6%+15.2pp | 69.5%+29.3pp |
| Annual return | 18.82% | 21.38%-2.6pp | 205.94%-187.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $3,028 | $2,164+40.0% | $5,432-44.3% | $2,042+48.3% |
| Participant deferral / active EE | $4,058 | $2,303+76.2% | $4,939-17.8% | $3,169+28.0% |
| Admin fee / account holder | $17 | $455-96.2% | $13,881-99.9% | $479-96.4% |