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| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $1,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,960 | $71,192+65.7% | $117,860+0.1% | $62,293+89.4% |
| Participation rate | 99.3% | 74.2%+25.1pp | 79.7%+19.7pp | 69.5%+29.8pp |
| Annual return | 12.09% | 18.66%-6.6pp | 335.10%-323.0pp | 28.90%-16.8pp |
| Employer contribution / active EE | $3,913 | $1,934+102.4% | $3,786+3.4% | $2,042+91.6% |
| Participant deferral / active EE | $6,790 | $3,189+112.9% | $4,482+51.5% | $3,169+114.3% |
| Admin fee / account holder | $10 | $587-98.3% | $8,021-99.9% | $479-97.9% |