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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION7+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $33,525 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $20,160 |
Service code 29 · EIN 41-1654544 | Legal | $15,142 |
MEKETA INVESTMENT GROUP7+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $15,000 |
Filed as: SECURIAN FINANCIAL GROUP Service code 28 · EIN 41-0417830 | Investment Management | $6,615 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,688 | $88,770+24.7% | $109,191+1.4% | $93,010+19.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 15.73% | 60.64%-44.9pp | 25.76%-10.0pp | 158.70%-143.0pp |
| Employer contribution / active EE | $8,645 | $3,780+128.7% | $3,723+132.2% | $2,705+219.6% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $48 | $172-72.4% | $6,756-99.3% | $152-68.7% |