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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,684 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 26 · EIN 41-1486060 | Advisory (Participants) | $11,595 |
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 | $23,640 | $60,454-60.9% | $81,844-71.1% | $74,459-68.3% |
| Participation rate | 94.6% | 63.0%+31.7pp | 72.4%+22.2pp | 67.2%+27.4pp |
| Annual return | 26.46% | 16.87%+9.6pp | 778.87%-752.4pp | 1369.70%-1343.2pp |
| Employer contribution / active EE | $1,841 | $2,630-30.0% | $2,916-36.9% | $2,626-29.9% |
| Participant deferral / active EE | $1,992 | $3,398-41.4% | $4,323-53.9% | $4,350-54.2% |
| Admin fee / account holder | $133 | $1,490-91.1% | $7,355-98.2% | $1,945-93.1% |