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) | $29,655 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,703 |
ASCENSUS LLC2 years Service code 13 · EIN 11-3665754 | Contract Administrator | $1 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,759 | $104,497-26.5% | $159,487-51.9% | $79,389-3.3% |
| Participation rate | 93.9% | 76.6%+17.3pp | 82.8%+11.1pp | 70.7%+23.2pp |
| Annual return | 15.98% | 67.98%-52.0pp | 263.71%-247.7pp | 116.89%-100.9pp |
| Employer contribution / active EE | $2,159 | $3,418-36.8% | $4,831-55.3% | $2,428-11.1% |
| Participant deferral / active EE | $6,601 | $6,468+2.1% | $7,354-10.2% | $4,046+63.2% |
| Admin fee / account holder | $247 | $711-65.3% | $10,804-97.7% | $626-60.6% |