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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC1+ years Service code 55 400 ROBERT ST N · SAINT PAUL, MN 55101 | Other Commissions | $6,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | $563 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,458 | $54,320-82.6% | $67,653-86.0% | $52,331-81.9% |
| Participation rate | 71.8% | 73.6%-1.8pp | 75.7%-3.9pp | 68.1%+3.7pp |
| Annual return | 0.13% | 6.81%-6.7pp | 6625.22%-6625.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $271 | $1,544-82.4% | $2,266-88.0% | $1,882-85.6% |
| Participant deferral / active EE | $1,680 | $2,950-43.0% | $3,560-52.8% | $3,022-44.4% |
| Admin fee / account holder | $3 | $527-99.4% | $4,821-99.9% | $592-99.5% |