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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC8+ years Filed as: SECURIAN FINANCIAL GROUP Service code 15 · EIN 41-0417830 | Recordkeeping | $495,500 |
WILSON-MCSHANE CORPORATION8+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $292,891 |
Service code 29 · EIN 39-1126909 | Legal | $81,801 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS, INC Service code 29 · EIN 13-2646110 | Legal | $30,000 |
CLIFTONLARSONALLEN LLP8+ years Service code 12 · EIN 41-0746749 | Claims processing; Contract Administr... | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,285 | $51,785-49.2% | $112,270-76.6% | $89,433-70.6% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -16.60% | -11.06%-5.5pp | 27.49%-44.1pp | -11.88%-4.7pp |
| Employer contribution / active EE | $2,225 | $3,782-41.2% | $3,635-38.8% | $3,021-26.4% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $42 | $102-58.7% | $6,411-99.3% | $79-47.2% |