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| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY1+ years Service code 11 · EIN 41-0417830 | Actuarial | $13,085 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,489 | $60,607-76.1% | $189,575-92.4% | $86,821-83.3% |
| Participation rate | 81.2% | 68.9%+12.3pp | 78.4%+2.7pp | 72.3%+8.9pp |
| Annual return | 588.40% | 65.18%+523.2pp | 64.19%+524.2pp | 97.94%+490.5pp |
| Employer contribution / active EE | $1,377 | $1,626-15.3% | $4,412-68.8% | $2,406-42.8% |
| Participant deferral / active EE | $2,727 | $3,895-30.0% | $6,174-55.8% | $4,132-34.0% |
| Admin fee / account holder | $41 | $159-73.9% | $9,806-99.6% | $170-75.6% |