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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC7+ years Filed as: SECURIAN FINANCIAL GROUP Service code 15 · EIN 41-0417830 | Recordkeeping | $470,199 |
WILSON-MCSHANE CORPORATION7+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $300,998 |
KUTAK ROCK LLP3 years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $53,377 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS, INC Service code 29 · EIN 13-2646110 | Legal | $25,000 |
CLIFTONLARSONALLEN LLP7+ years Service code 12 · EIN 41-0746749 | Contract Administrator; Claims proces... | $17,500 |
Service code 29 · EIN 39-1126909 | Legal | $11,902 |
JOHNSON BANK1 year Filed as: JOHNSON LITHO Service code 11 2219 GALLOWAY STREET · EAU CLAIRE, WI 54703 | Actuarial | $9,353 |
HONSA-BINDER PRINTING, INC.7+ years Filed as: HONSA-BINDER PRINTING Service code 11 · EIN 41-1605232 | Actuarial | $9,033 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,502 | $65,673-52.0% | $109,191-71.1% | $106,520-70.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 15.88% | 15.69%+0.2pp | 25.76%-9.9pp | 19.28%-3.4pp |
| Employer contribution / active EE | $2,139 | $4,042-47.1% | $3,723-42.5% | $2,840-24.7% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $48 | $107-55.5% | $6,756-99.3% | $75-36.1% |