Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC2+ years Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 26 130 WYLDEROSE DR · MIDLOTHIAN, VA 23113 | Advisory (Participants) | $7,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,912 | $23,385-66.2% | $69,182-88.6% | $57,658-86.3% |
| Participation rate | 24.1% | 37.9%-13.8pp | 55.1%-31.0pp | 70.2%-46.1pp |
| Annual return | 7.59% | -659.34%+666.9pp | -21.93%+29.5pp | 5.13%+2.5pp |
| Employer contribution / active EE | $69 | $422-83.8% | $1,206-94.3% | $1,974-96.5% |
| Participant deferral / active EE | $452 | $843-46.4% | $1,897-76.2% | $3,061-85.2% |
| Admin fee / account holder | $42 | $82-49.0% | $2,697-98.4% | $95-55.7% |