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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,968 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 26 · EIN 41-1486060 | Advisory (Participants) | $9,547 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,848 | $58,312-69.4% | $86,656-79.4% | $71,529-75.0% |
| Participation rate | 83.8% | 65.0%+18.8pp | 71.7%+12.1pp | 67.9%+15.8pp |
| Annual return | 15.09% | 24.08%-9.0pp | 593.09%-578.0pp | 28.97%-13.9pp |
| Employer contribution / active EE | $1,539 | $2,576-40.3% | $3,025-49.1% | $2,590-40.6% |
| Participant deferral / active EE | $1,714 | $3,439-50.2% | $4,439-61.4% | $4,291-60.1% |
| Admin fee / account holder | $128 | $1,057-87.9% | $5,619-97.7% | $1,588-91.9% |