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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC3+ years Filed as: SECURIAN FINANCIAL GROUP Service code 15 · EIN 41-0417830 | Recordkeeping | $359,994 |
WILSON-MCSHANE CORPORATION3+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $189,622 |
ANDERSON, HELGEN, DAVIS & CEFALU3+ years Service code 29 · EIN 26-3644998 | Legal | $25,071 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $11,200 |
HONSA-BINDER PRINTING, INC.3+ years Filed as: HONSA-BINDER PRINTING Service code 36 320 SPRUCE STREET · ST. PAUL, MN 55101 | Copying and duplicating; Direct payme... | $9,836 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,314 | $54,788-64.7% | $92,240-79.1% | $80,976-76.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 76.5%+23.5pp | 68.3%+31.7pp |
| Annual return | 18.82% | 13.07%+5.7pp | 176.29%-157.5pp | 22.91%-4.1pp |
| Employer contribution / active EE | $1,697 | $3,430-50.5% | $3,680-53.9% | $2,402-29.4% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $35 | $96-63.3% | $5,194-99.3% | $67-47.9% |