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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC9+ years Filed as: SECURIAN FINANCIAL GROUP Service code 15 · EIN 41-0417830 | Recordkeeping | $369,721 |
WILSON-MCSHANE CORPORATION9+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $304,568 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $257,417 |
Service code 29 · EIN 39-1126909 | Legal | $121,363 |
Service code 36 1351 S. WHEELING RD · WHEELING, IL 60090 | Copying and duplicating; Direct payme... | $31,992 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS, INC Service code 29 · EIN 13-2646110 | Legal | $30,492 |
CLIFTONLARSONALLEN LLP9+ years Service code 12 · EIN 41-0746749 | Contract Administrator; Claims proces... | $22,402 |
RAFF PRINTING1 year Filed as: RAFF PRINTING, INC. Service code 36 2201 MARY STREET, P.O. BOX 42365 · PITTSBURGH, PA 15203 | Copying and duplicating; Direct payme... | $12,552 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,335 | $55,730-43.8% | $96,543-67.5% | $96,393-67.5% |
| Participation rate | 97.5% | 82.8%+14.7pp | 74.3%+23.2pp | 71.3%+26.3pp |
| Annual return | 20.30% | 12.78%+7.5pp | 35.75%-15.4pp | 22.88%-2.6pp |
| Employer contribution / active EE | $2,186 | $4,014-45.5% | $3,741-41.6% | $3,239-32.5% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $58 | $105-45.1% | $6,737-99.1% | $74-21.6% |