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| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 11 · EIN 41-0417830 | Actuarial | $0 |
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 | $17,981 | $56,638-68.3% | $169,397-89.4% | $74,473-75.9% |
| Participation rate | 96.7% | 67.5%+29.2pp | 77.2%+19.5pp | 70.7%+26.0pp |
| Annual return | 29.01% | 24.75%+4.3pp | 406.23%-377.2pp | 34.36%-5.3pp |
| Employer contribution / active EE | $2,175 | $2,027+7.3% | $4,013-45.8% | $2,638-17.6% |
| Participant deferral / active EE | $5,140 | $4,223+21.7% | $6,223-17.4% | $4,530+13.5% |
| Admin fee / account holder | $50 | $307-83.6% | $9,017-99.4% | $347-85.5% |