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) | $26,723 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,965 |
ASCENSUS LLC3 years Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,521 | $84,499-43.8% | $125,391-62.1% | $66,949-29.0% |
| Participation rate | 94.1% | 76.4%+17.7pp | 82.4%+11.7pp | 69.8%+24.3pp |
| Annual return | -21.65% | -8.49%-13.2pp | 572.41%-594.1pp | 1.57%-23.2pp |
| Employer contribution / active EE | $2,551 | $3,554-28.2% | $4,816-47.0% | $2,545+0.2% |
| Participant deferral / active EE | $6,895 | $6,785+1.6% | $7,448-7.4% | $4,239+62.6% |
| Admin fee / account holder | $174 | $685-74.6% | $10,009-98.3% | $594-70.7% |