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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES Service code 16 · EIN 41-1486060 | Consulting | $55,000 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $17,983 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN/ASCENSUS Service code 99 PO BOX 55757 · BOSTON, MA 02205 | Other Fees | $1,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,624 | $104,336+52.0% | $159,474-0.5% | $86,821+82.7% |
| Participation rate | 67.8% | 77.7%-9.9pp | 82.8%-15.1pp | 72.3%-4.5pp |
| Annual return | 16.53% | 26.32%-9.8pp | 263.68%-247.1pp | 97.94%-81.4pp |
| Employer contribution / active EE | $9,732 | $3,451+182.0% | $4,831+101.5% | $2,406+304.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $364 | $172+111.6% | $10,802-96.6% | $170+114.9% |