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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES Service code 27 · EIN 41-1486060 | Advisory (Plan) | $13,791 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,840 | $64,176-11.4% | $112,249-49.4% | $66,938-15.1% |
| Participation rate | 48.1% | 68.4%-20.3pp | 75.1%-26.9pp | 69.8%-21.7pp |
| Annual return | -18.03% | -13.80%-4.2pp | 27.48%-45.5pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,702 | $3,007-43.4% | $3,636-53.2% | $2,545-33.1% |
| Participant deferral / active EE | $4,294 | $3,694+16.2% | $4,729-9.2% | $4,238+1.3% |
| Admin fee / account holder | $210 | $626-66.4% | $6,412-96.7% | $594-64.5% |