Filed April 30, 2018 (most recent of 2 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES Service code 27 · EIN 41-1486060 | Advisory (Plan) | $20,188 |
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 | $53,503 | $89,652-40.3% | $141,197-62.1% | $65,186-17.9% |
| Participation rate | 93.8% | 74.7%+19.1pp | 82.5%+11.3pp | 70.2%+23.6pp |
| Annual return | 30.64% | 32.79%-2.2pp | 71.41%-40.8pp | 29.39%+1.3pp |
| Employer contribution / active EE | $1,812 | $3,065-40.9% | $4,736-61.7% | $2,177-16.8% |
| Participant deferral / active EE | $5,833 | $5,691+2.5% | $6,710-13.1% | $3,514+66.0% |
| Admin fee / account holder | $156 | $569-72.6% | $10,265-98.5% | $847-81.6% |