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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC4+ years Filed as: SECURIAN FINANCIAL GROUP Service code 15 · EIN 41-0417830 | Recordkeeping | $423,551 |
WILSON-MCSHANE CORPORATION4+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $236,632 |
ANDERSON, HELGEN, DAVIS & CEFALU4+ years Service code 29 · EIN 26-3644998 | Legal | $44,355 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,745 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $15,200 |
HONSA-BINDER PRINTING, INC.4+ years Filed as: HONSA-BINDER PRINTING Service code 36 320 SPRUCE STREET · ST. PAUL, MN 55101 | Copying and duplicating; Direct payme... | $11,121 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,824 | $49,973-66.3% | $83,831-79.9% | $73,367-77.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | -6.31% | 0.83%-7.1pp | 850.99%-857.3pp | 173.45%-179.8pp |
| Employer contribution / active EE | $1,909 | $3,293-42.0% | $3,631-47.4% | $2,499-23.6% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $39 | $95-58.9% | $5,479-99.3% | $68-42.7% |