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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC5+ years Filed as: SECURIAN FINANCIAL GROUP Service code 15 · EIN 41-0417830 | Recordkeeping | $441,970 |
WILSON-MCSHANE CORPORATION5+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $245,124 |
KUTAK ROCK LLP1 year Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $65,449 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $26,049 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,530 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $15,700 |
SEVEN CORNERS PRINTING1 year Filed as: SEVEN CORNERS Service code 36 · EIN 41-0992291 | Copying and duplicating; Direct payme... | $5,366 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,662 | $49,105-55.9% | $92,916-76.7% | $89,609-75.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 25.70% | 32.35%-6.6pp | 109.45%-83.7pp | 33.65%-7.9pp |
| Employer contribution / active EE | $2,391 | $3,373-29.1% | $3,654-34.6% | $2,584-7.5% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $43 | $93-53.3% | $5,796-99.3% | $72-39.7% |