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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 15 · EIN 41-1486060 | Recordkeeping | $20,035 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,224 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,512 | $59,105-60.2% | $159,991-85.3% | $66,930-64.9% |
| Participation rate | 90.2% | 68.1%+22.1pp | 78.0%+12.2pp | 69.8%+20.4pp |
| Annual return | -15.28% | -12.26%-3.0pp | 408.82%-424.1pp | 1.57%-16.9pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,225-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,035 | $4,395-30.9% | $6,183-50.9% | $4,238-28.4% |
| Admin fee / account holder | $192 | $591-67.6% | $8,715-97.8% | $593-67.7% |