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| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $9,550 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,843 | $75,832-89.7% | $147,617-94.7% | $59,633-86.8% |
| Participation rate | 93.3% | 71.6%+21.8pp | 84.6%+8.7pp | 68.7%+24.7pp |
| Annual return | 0.01% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $5,348 | $3,485+53.5% | $5,564-3.9% | $2,203+142.8% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $64 | $5,986-98.9% | $11,612-99.4% | $4,297-98.5% |