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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC1+ years Filed as: SECURIAN FINANCIAL GROUP Service code 15 · EIN 41-0417830 | Recordkeeping | $315,216 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $202,722 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
ANDERSON, HELGEN, DAVIS & CEFALU1+ years Service code 29 · EIN 26-3644998 | Legal | $18,978 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $13,200 |
HONSA-BINDER PRINTING, INC.1+ years Filed as: HONSA-BINDER PRINTING Service code 10 320 SPRUCE STREET · ST. PAUL, MN 55101 | Accounting | $10,309 |
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 | $0 | $69,651-100.0% | $75,784-100.0% | $69,651-100.0% |
| Participation rate | 0.0% | 66.6%-66.6pp | 75.8%-75.8pp | 66.6%-66.6pp |
| Annual return | -0.88% | 53.77%-54.6pp | 9.68%-10.6pp | 53.77%-54.6pp |
| Employer contribution / active EE | $1,284 | $2,241-42.7% | $3,323-61.4% | $2,241-42.7% |
| Participant deferral / active EE | $0 | $3,635-100.0% | $3,652-100.0% | $3,635-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $5,300-100.0% | $63-100.0% |