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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION8+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $34,166 |
Service code 29 · EIN 41-1654544 | Legal | $20,160 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $16,275 |
MEKETA INVESTMENT GROUP8+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $15,000 |
Filed as: SECURIAN FINANCIAL GROUP Service code 28 · EIN 41-0417830 | Investment Management | $10,290 |
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 | $91,558 | $76,774+19.3% | $112,270-18.4% | $77,906+17.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -17.20% | -10.25%-6.9pp | 27.49%-44.7pp | 12.16%-29.4pp |
| Employer contribution / active EE | $9,101 | $3,977+128.9% | $3,635+150.3% | $2,846+219.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $45 | $239-81.2% | $6,411-99.3% | $133-66.0% |