Filed September 6, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 17 400 ROBERT STREET N. · ST. PAUL, MN 55101 | Pension Consulting | $10,866 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $5,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,895 | $49,451+55.5% | $79,550-3.3% | $66,914+14.9% |
| Participation rate | 65.4% | 61.3%+4.0pp | 69.5%-4.1pp | 69.8%-4.4pp |
| Annual return | -16.04% | 84.25%-100.3pp | 0.16%-16.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,205 | $1,266-4.8% | $2,413-50.1% | $2,544-52.6% |
| Participant deferral / active EE | $3,944 | $3,159+24.9% | $3,985-1.0% | $4,237-6.9% |
| Admin fee / account holder | $235 | $595-60.5% | $6,832-96.6% | $593-60.5% |