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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES IN Service code 37 · EIN 41-1486060 400 ROBERT ST. N · SAINT PAUL, MN 55101 | Loan Processing | $10,534 |
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $10,188 |
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 | $99,462 | $61,391+62.0% | $149,723-33.6% | $71,529+39.1% |
| Participation rate | 96.4% | 62.5%+33.9pp | 78.8%+17.6pp | 67.9%+28.5pp |
| Annual return | 26.19% | 35.88%-9.7pp | 134.50%-108.3pp | 28.97%-2.8pp |
| Employer contribution / active EE | $4,934 | $2,384+107.0% | $4,821+2.3% | $2,590+90.5% |
| Participant deferral / active EE | $5,029 | $2,921+72.2% | $5,682-11.5% | $4,291+17.2% |
| Admin fee / account holder | $17 | $1,264-98.7% | $13,215-99.9% | $1,588-99.0% |