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) | $24,031 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,476 |
ASCENSUS LLC4 years Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,335 | $91,474-27.5% | $135,982-51.2% | $71,529-7.3% |
| Participation rate | 95.8% | 75.7%+20.2pp | 81.9%+13.9pp | 67.9%+27.9pp |
| Annual return | 21.82% | 29.89%-8.1pp | 68.32%-46.5pp | 28.97%-7.2pp |
| Employer contribution / active EE | $1,323 | $3,705-64.3% | $4,859-72.8% | $2,590-48.9% |
| Participant deferral / active EE | $6,942 | $7,095-2.2% | $7,760-10.5% | $4,291+61.8% |
| Admin fee / account holder | $155 | $1,267-87.8% | $10,767-98.6% | $1,588-90.2% |