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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC6+ years Filed as: SECURIAN FINANCIAL GROUP Service code 15 · EIN 41-0417830 | Recordkeeping | $459,030 |
WILSON-MCSHANE CORPORATION6+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $279,617 |
KUTAK ROCK LLP2 years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $41,313 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,234 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $17,000 |
GROOM LAW GROUP2 years Service code 29 · EIN 52-1219029 | Legal | $14,626 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,997 | $52,155-46.3% | $101,275-72.4% | $106,273-73.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 15.63% | 13.07%+2.6pp | 46.46%-30.8pp | 21.70%-6.1pp |
| Employer contribution / active EE | $2,313 | $3,414-32.2% | $3,660-36.8% | $2,722-15.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $42 | $102-58.9% | $5,948-99.3% | $78-46.6% |