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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 15 · EIN 41-1486060 | Recordkeeping | $17,730 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,629 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,120 | $56,918-62.9% | $182,531-88.4% | $65,185-67.6% |
| Participation rate | 98.1% | 66.5%+31.6pp | 78.0%+20.1pp | 70.2%+27.9pp |
| Annual return | 21.37% | 27.67%-6.3pp | 148.57%-127.2pp | 29.38%-8.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,075-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,345 | $3,526-33.5% | $5,525-57.6% | $3,514-33.3% |
| Admin fee / account holder | $147 | $531-72.4% | $8,593-98.3% | $847-82.7% |